-16.9%
DSGN vs VT
+66.2%
-83.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | +0.6% | +1.0% | -0.4% | -1.0% |
| 30D | +8.9% | -0.2% | +9.1% | +9.1% |
| 3M | +45.6% | +4.5% | +41.1% | +35.5% |
| 6M | +51.5% | +14.1% | +37.5% | +22.3% |
| YTD | +62.4% | +14.8% | +47.6% | +29.5% |
| 1Y | +161.7% | +21.2% | +140.5% | +92.2% |
| 3Y | +474.7% | +76.6% | +398.1% | +129.7% |
| 5Y | -16.9% | +66.6% | -83.5% | -57.0% |
| All | -16.9% | +66.2% | -83.1% | -57.0% |
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 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