+43.3%
DSGN vs VT
+12.5%
+30.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +3.0% | -0.1% | +3.1% | +3.6% |
| 30D | -8.6% | -3.1% | -5.5% | -5.0% |
| 3M | -25.7% | -3.5% | -22.2% | -22.4% |
| 6M | -25.1% | +0.5% | -25.6% | -25.0% |
| YTD | +13.5% | +10.8% | +2.8% | +1.0% |
| 1Y | +43.3% | +11.9% | +31.4% | +24.6% |
| All | +43.3% | +12.5% | +30.9% | +24.6% |
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