-97.3%
DNA vs VT
+70.0%
-167.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | -4.5% | -1.6% | -2.9% | +0.5% |
| 30D | -12.9% | -2.5% | -10.4% | -5.2% |
| 3M | +20.4% | -1.3% | +21.7% | +27.4% |
| 6M | +10.9% | +3.1% | +7.8% | +4.0% |
| YTD | +29.5% | +10.9% | +18.5% | +2.7% |
| 1Y | -15.9% | +12.1% | -27.9% | -34.9% |
| 3Y | -83.6% | +73.9% | -157.5% | -95.6% |
| 5Y | -98.1% | +58.0% | -156.1% | -99.3% |
| All | -97.3% | +70.0% | -167.4% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling