+29.7%
DMC vs VT
+69.7%
-40.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | -2.3% | +2.5% | +0.6% |
| 30D | -7.6% | -5.0% | -2.6% | -6.8% |
| 3M | -7.5% | -4.9% | -2.6% | -6.8% |
| 6M | -25.6% | -1.5% | -24.0% | -25.4% |
| YTD | -21.1% | +8.5% | -29.6% | -22.6% |
| 1Y | -22.4% | +11.4% | -33.7% | -24.3% |
| 3Y | +29.7% | +70.1% | -40.4% | -0.5% |
| All | +29.7% | +69.7% | -40.1% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling