+126.2%
DSGN vs VT
+20.4%
+105.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -3.3% | -0.1% | -3.1% | -3.2% |
| 30D | +4.8% | -0.7% | +5.5% | +5.4% |
| 3M | +42.4% | +4.0% | +38.4% | +36.3% |
| 6M | +44.8% | +12.3% | +32.6% | +25.6% |
| YTD | +60.1% | +14.0% | +46.1% | +34.7% |
| 1Y | +126.2% | +20.3% | +105.9% | +86.7% |
| All | +126.2% | +20.4% | +105.8% | +86.7% |
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