+0.5%
DNA vs VT
+15.2%
-14.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +3.3% |
| 7D | -12.5% | -0.3% | -12.2% | -11.1% |
| 30D | -22.2% | -1.4% | -20.8% | -17.9% |
| 3M | +24.3% | -1.4% | +25.7% | +32.1% |
| 6M | +17.6% | +5.5% | +12.1% | +3.6% |
| YTD | +40.2% | +12.8% | +27.4% | +4.9% |
| 1Y | +0.5% | +15.4% | -14.9% | -27.9% |
| All | +0.5% | +15.2% | -14.7% | -27.9% |
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 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