+30.9%
DSMC vs VT
+10.5%
+20.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -2.7% | -2.3% | -0.4% | -1.6% |
| 30D | +4.4% | -5.0% | +9.3% | +6.8% |
| 3M | +2.0% | -4.9% | +6.9% | +4.4% |
| 6M | +11.8% | -1.5% | +13.3% | +12.4% |
| YTD | +25.2% | +8.5% | +16.7% | +18.3% |
| 1Y | +30.9% | +11.4% | +19.5% | +20.5% |
| All | +30.9% | +10.5% | +20.4% | +20.5% |
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