-68.3%
DSGN vs VT
+80.0%
-148.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | -0.6% |
| 7D | +1.3% | -0.7% | +2.0% | +2.8% |
| 30D | -1.3% | -1.7% | +0.5% | +1.9% |
| 3M | -26.3% | -2.3% | -24.0% | -23.3% |
| 6M | -31.0% | +1.5% | -32.5% | -32.6% |
| YTD | +14.8% | +12.0% | +2.8% | -4.3% |
| 1Y | +38.8% | +12.9% | +25.9% | +14.6% |
| 3Y | +435.8% | +74.9% | +360.9% | +119.7% |
| 5Y | -46.9% | +59.9% | -106.8% | -71.2% |
| All | -68.3% | +80.0% | -148.3% | -85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling