-71.9%
DKI vs VT
+20.9%
-92.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | -40.3% |
| 7D | +4.1% | +0.4% | +3.7% | -16.9% |
| 30D | -91.0% | -2.6% | -88.4% | -87.6% |
| 3M | -99.2% | -3.2% | -95.9% | -99.1% |
| 6M | -90.8% | +0.9% | -91.8% | -99.0% |
| YTD | +387.3% | +11.3% | +376.0% | -100.0% |
| 1Y | +208.0% | +14.0% | +194.0% | -100.0% |
| All | -71.9% | +20.9% | -92.8% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling