+231.2%
DKI vs VT
+13.0%
+218.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | -47.4% |
| 7D | +4.1% | +0.4% | +3.7% | -25.7% |
| 30D | -91.0% | -2.6% | -88.4% | -88.2% |
| 3M | -99.2% | -3.2% | -95.9% | -99.2% |
| 6M | -90.8% | +0.9% | -91.8% | -99.7% |
| YTD | +387.3% | +11.3% | +376.0% | -100.0% |
| All | +231.2% | +13.0% | +218.2% | -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 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