+34.7%
DLX vs VT
+10.5%
+24.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.1% |
| 7D | +17.6% | -2.3% | +19.9% | +16.7% |
| 30D | +18.7% | -5.0% | +23.7% | +18.6% |
| 3M | +3.1% | -4.9% | +8.0% | +3.0% |
| 6M | +3.9% | -1.5% | +5.4% | +2.6% |
| YTD | +23.3% | +8.5% | +14.8% | +13.1% |
| 1Y | +34.7% | +11.4% | +23.3% | +20.0% |
| All | +34.7% | +10.5% | +24.2% | +20.0% |
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