-55.5%
DSGN vs VT
+85.3%
-140.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +0.2% | +0.4% | -0.2% | -0.5% |
| 30D | +11.6% | +1.0% | +10.6% | +9.8% |
| 3M | +40.7% | +2.4% | +38.3% | +35.1% |
| 6M | +46.0% | +12.0% | +34.0% | +21.5% |
| YTD | +61.4% | +15.3% | +46.1% | +27.9% |
| 1Y | +147.8% | +22.6% | +125.2% | +78.9% |
| 3Y | +510.5% | +74.7% | +435.8% | +150.3% |
| 5Y | -14.5% | +66.1% | -80.6% | -56.3% |
| All | -55.5% | +85.3% | -140.8% | -80.1% |
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