-2.5%
DPZ vs VSH
+1.1%
-3.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.8% | +15.1% | +0.4% |
| 7D | +9.5% | -25.2% | +34.7% | +9.9% |
| 30D | +12.8% | -41.8% | +54.6% | +13.8% |
| 3M | -6.2% | -33.4% | +27.2% | -5.8% |
| 6M | +4.3% | -31.0% | +35.3% | +1.0% |
| YTD | -16.6% | +53.6% | -70.2% | -27.4% |
| 1Y | -12.8% | +46.3% | -59.1% | -23.7% |
| All | -2.5% | +1.1% | -3.6% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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