-67.3%
DQ vs VT
+12.5%
-79.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.0% |
| 7D | +6.7% | -0.1% | +6.8% | +6.6% |
| 30D | +6.1% | -3.1% | +9.2% | +10.9% |
| 3M | -20.2% | -3.5% | -16.7% | -16.1% |
| 6M | -37.4% | +0.5% | -37.9% | -38.0% |
| YTD | -60.4% | +10.8% | -71.2% | -65.9% |
| 1Y | -67.3% | +11.9% | -79.2% | -72.2% |
| All | -67.3% | +12.5% | -79.8% | -72.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling