-97.4%
DH vs VT
+58.7%
-156.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.1% | -2.3% |
| 7D | +0.9% | -4.2% | +5.1% | +7.4% |
| 30D | +14.4% | -5.8% | +20.2% | +24.9% |
| 3M | +69.4% | -5.2% | +74.7% | +82.8% |
| 6M | +17.5% | +0.1% | +17.3% | +16.8% |
| YTD | -60.6% | +8.2% | -68.9% | -65.2% |
| 1Y | -58.5% | +10.1% | -68.6% | -64.3% |
| 3Y | -84.5% | +69.7% | -154.1% | -93.2% |
| 5Y | -97.3% | +53.4% | -150.7% | -98.5% |
| All | -97.4% | +58.7% | -156.1% | -98.6% |
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 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