-9.3%
DJT vs VT
+73.1%
-82.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.2% | -5.2% |
| 7D | -6.4% | +0.4% | -6.8% | -6.9% |
| 30D | -9.4% | +1.0% | -10.4% | -10.5% |
| 3M | +2.5% | +2.4% | +0.1% | -0.1% |
| 6M | -17.6% | +12.0% | -29.6% | -28.6% |
| YTD | -31.9% | +15.3% | -47.2% | -43.0% |
| 1Y | -46.2% | +22.6% | -68.8% | -58.0% |
| 3Y | -45.4% | +74.7% | -120.0% | -71.5% |
| All | -9.3% | +73.1% | -82.5% | +35.6% |
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