-84.2%
DOUG vs VT
+57.4%
-141.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.5% | +8.6% | +8.9% |
| 7D | +9.5% | -0.1% | +9.6% | +9.8% |
| 30D | +11.6% | -3.1% | +14.7% | +17.2% |
| 3M | -5.5% | -3.5% | -2.0% | -0.2% |
| 6M | -17.2% | +0.5% | -17.7% | -18.6% |
| YTD | -27.0% | +10.8% | -37.8% | -38.7% |
| 1Y | -33.5% | +11.9% | -45.4% | -45.0% |
| 3Y | +8.1% | +73.0% | -64.8% | -53.7% |
| All | -84.2% | +57.4% | -141.5% | -91.9% |
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