-2.5%
DPZ vs VT
+69.4%
-71.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +2.3% |
| 7D | +9.5% | -4.2% | +13.7% | +11.7% |
| 30D | +12.8% | -5.8% | +18.6% | +16.1% |
| 3M | -6.2% | -5.2% | -1.0% | -3.9% |
| 6M | +4.3% | +0.1% | +4.1% | +3.1% |
| YTD | -16.6% | +8.2% | -24.8% | -21.8% |
| 1Y | -12.8% | +10.1% | -23.0% | -19.4% |
| All | -2.5% | +69.4% | -71.9% | -34.0% |
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