+10.4%
DMC vs VT
+57.0%
-46.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.5% | +2.4% | -1.9% | -0.3% |
| 30D | -9.9% | -1.5% | -8.4% | -9.4% |
| 3M | -10.1% | -4.1% | -6.0% | -8.9% |
| 6M | -21.1% | +0.6% | -21.6% | -21.4% |
| YTD | -20.7% | +11.0% | -31.8% | -24.1% |
| 1Y | -21.4% | +13.3% | -34.8% | -25.4% |
| 3Y | +30.1% | +73.4% | -43.3% | +1.1% |
| All | +10.4% | +57.0% | -46.6% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling