-87.9%
DOGZ vs VT
+73.6%
-161.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -7.6% | -1.6% | -6.0% | -6.8% |
| 30D | -31.5% | -2.5% | -29.0% | -30.5% |
| 3M | -35.1% | -1.3% | -33.8% | -34.5% |
| 6M | -50.4% | +3.1% | -53.5% | -50.7% |
| YTD | -94.2% | +10.9% | -105.2% | -94.5% |
| 1Y | -95.1% | +12.1% | -107.1% | -95.3% |
| All | -87.9% | +73.6% | -161.5% | -92.0% |
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 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