-69.4%
DJT vs VT
+74.0%
-143.5%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.3% | -6.4% | -6.1% |
| 7D | +16.3% | +2.4% | +13.9% | +12.1% |
| 30D | -35.7% | -1.5% | -34.2% | -34.2% |
| 3M | -44.1% | -4.1% | -40.0% | -39.9% |
| 6M | -48.2% | +0.6% | -48.7% | -48.3% |
| YTD | -65.0% | +11.0% | -76.0% | -70.2% |
| 1Y | -61.4% | +13.3% | -74.8% | -68.2% |
| 3Y | -69.4% | +73.4% | -142.8% | -82.4% |
| All | -69.4% | +74.0% | -143.5% | -82.4% |
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