-19.2%
DOG vs VT
+53.2%
-72.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.6% | +0.2% |
| 7D | +1.7% | -4.2% | +5.8% | -1.6% |
| 30D | +0.4% | -5.8% | +6.2% | -4.2% |
| 3M | +6.6% | -5.2% | +11.8% | +2.4% |
| 6M | -2.5% | +0.1% | -2.7% | -1.7% |
| YTD | -4.0% | +8.2% | -12.2% | +3.9% |
| 1Y | -5.0% | +10.1% | -15.1% | +4.5% |
| 3Y | -24.3% | +69.7% | -94.0% | +22.7% |
| 5Y | -19.2% | +53.4% | -72.5% | +26.0% |
| All | -19.2% | +53.2% | -72.4% | +26.0% |
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 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