-97.6%
DH vs VT
+69.1%
-166.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +30.9% | +0.4% | +30.5% | +30.2% |
| 30D | +57.4% | +1.0% | +56.4% | +55.3% |
| 3M | +15.8% | +2.4% | +13.4% | +11.6% |
| 6M | -13.9% | +12.0% | -25.9% | -27.4% |
| YTD | -63.4% | +15.3% | -78.8% | -70.4% |
| 1Y | -73.8% | +22.6% | -96.4% | -80.6% |
| 3Y | -88.6% | +74.7% | -163.3% | -95.1% |
| All | -97.6% | +69.1% | -166.7% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling