-92.9%
DOGZ vs VT
+75.0%
-167.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -5.3% | +0.4% | -5.8% | -5.5% |
| 30D | +2.7% | +1.0% | +1.7% | +2.2% |
| 3M | -8.0% | +2.4% | -10.4% | -8.8% |
| 6M | -37.5% | +12.0% | -49.5% | -40.7% |
| YTD | -90.8% | +15.3% | -106.1% | -91.5% |
| 1Y | -91.1% | +22.6% | -113.7% | -92.0% |
| All | -92.9% | +75.0% | -167.9% | -95.5% |
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