+195.8%
DKI vs VT
+10.5%
+185.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.2% | -11.7% | -16.2% |
| 7D | -3.9% | -2.3% | -1.6% | +40.7% |
| 30D | -98.2% | -5.0% | -93.3% | -96.1% |
| 3M | -99.2% | -4.9% | -94.3% | -98.8% |
| 6M | -93.2% | -1.5% | -91.7% | -99.5% |
| YTD | +365.2% | +8.5% | +356.7% | -100.0% |
| 1Y | +195.8% | +11.4% | +184.4% | -100.0% |
| All | +195.8% | +10.5% | +185.3% | -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