-84.9%
DH vs VT
+69.4%
-154.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.1% | -3.2% |
| 7D | +0.9% | -4.2% | +5.1% | +6.5% |
| 30D | +14.4% | -5.8% | +20.2% | +23.3% |
| 3M | +69.4% | -5.2% | +74.7% | +80.8% |
| 6M | +17.5% | +0.1% | +17.3% | +17.1% |
| YTD | -60.6% | +8.2% | -68.9% | -64.4% |
| 1Y | -58.5% | +10.1% | -68.6% | -63.4% |
| All | -84.9% | +69.4% | -154.3% | -94.9% |
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