-97.2%
DH vs VT
+65.4%
-162.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +2.7% |
| 7D | +7.9% | -0.3% | +8.2% | +8.4% |
| 30D | +24.7% | -1.4% | +26.2% | +27.5% |
| 3M | +75.7% | -1.4% | +77.1% | +78.9% |
| 6M | +19.4% | +5.5% | +14.0% | +9.9% |
| YTD | -57.1% | +12.8% | -70.0% | -64.4% |
| 1Y | -55.8% | +15.4% | -71.2% | -64.5% |
| 3Y | -83.1% | +76.9% | -160.0% | -93.0% |
| 5Y | -97.0% | +60.4% | -157.4% | -98.4% |
| All | -97.2% | +65.4% | -162.6% | -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