+103.1%
DSU vs VT
+222.7%
-119.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +1.2% | +2.9% | -1.7% | -0.3% |
| 30D | -0.2% | -2.5% | +2.3% | +1.0% |
| 3M | -6.0% | -3.3% | -2.7% | -4.5% |
| 6M | -6.9% | +1.5% | -8.4% | -8.0% |
| YTD | -5.7% | +11.4% | -17.1% | -11.4% |
| 1Y | -5.3% | +11.9% | -17.2% | -11.2% |
| 3Y | +20.7% | +73.9% | -53.2% | -12.1% |
| 5Y | +22.9% | +57.9% | -35.0% | -6.0% |
| All | +103.1% | +222.7% | -119.6% | +1.4% |
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