-43.5%
DSGN vs VT
+53.4%
-96.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.2% |
| 7D | -4.4% | -2.3% | -2.1% | -0.6% |
| 30D | -12.7% | -5.0% | -7.7% | -5.2% |
| 3M | -25.9% | -4.9% | -21.0% | -19.6% |
| 6M | -29.8% | -1.5% | -28.3% | -28.2% |
| YTD | +8.8% | +8.5% | +0.4% | -4.9% |
| 1Y | +48.6% | +11.4% | +37.2% | +24.7% |
| 3Y | +379.3% | +70.1% | +309.3% | +101.8% |
| All | -43.5% | +53.4% | -96.9% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling