-36.0%
DKI vs VT
+23.3%
-59.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -19.2% | +0.4% | -19.6% | -19.8% |
| 30D | -21.3% | +1.0% | -22.3% | -22.8% |
| 3M | -51.0% | +2.4% | -53.4% | -53.2% |
| 6M | +580.4% | +12.0% | +568.4% | +451.2% |
| YTD | +813.0% | +15.3% | +797.6% | +599.3% |
| 1Y | -36.0% | +22.6% | -58.6% | -27.0% |
| All | -36.0% | +23.3% | -59.4% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling