+155.5%
DON vs VT
+228.2%
-72.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | -0.3% |
| 7D | +3.5% | -0.3% | +3.8% | +3.8% |
| 30D | +6.9% | -1.4% | +8.3% | +8.3% |
| 3M | +0.2% | -1.4% | +1.6% | +1.4% |
| 6M | +8.0% | +5.5% | +2.6% | +1.6% |
| YTD | +15.3% | +12.8% | +2.5% | +0.8% |
| 1Y | +19.0% | +15.4% | +3.5% | +1.5% |
| 3Y | +52.4% | +76.9% | -24.4% | -17.5% |
| 5Y | +49.4% | +60.4% | -11.0% | -10.3% |
| All | +155.5% | +228.2% | -72.7% | -26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling