+99.2%
DSU vs VT
+215.5%
-116.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | +1.0% | -2.3% | +3.4% | +2.2% |
| 30D | -0.4% | -5.0% | +4.5% | +2.1% |
| 3M | -4.5% | -4.9% | +0.3% | -2.1% |
| 6M | -6.3% | -1.5% | -4.8% | -5.9% |
| YTD | -4.8% | +8.5% | -13.3% | -9.3% |
| 1Y | -4.3% | +11.4% | -15.7% | -10.1% |
| 3Y | +21.7% | +70.1% | -48.4% | -10.4% |
| 5Y | +25.5% | +53.7% | -28.2% | -2.7% |
| All | +99.2% | +215.5% | -116.3% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling