+939.7%
DFTX vs VT
+69.4%
+870.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | +0.1% |
| 7D | -20.0% | -4.2% | -15.8% | -13.6% |
| 30D | -14.8% | -5.8% | -9.0% | -4.9% |
| 3M | -31.6% | -5.2% | -26.4% | -24.6% |
| 6M | +35.5% | +0.1% | +35.4% | +34.6% |
| YTD | +126.7% | +8.2% | +118.5% | +92.1% |
| 1Y | +163.3% | +10.1% | +153.2% | +115.2% |
| All | +939.7% | +69.4% | +870.4% | +192.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling