+21.9%
DSU vs VT
+74.4%
-52.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +1.7% | -0.1% | +1.9% | +1.8% |
| 30D | -0.2% | -3.1% | +2.8% | +0.8% |
| 3M | -5.3% | -3.5% | -1.8% | -4.2% |
| 6M | -6.0% | +0.5% | -6.4% | -6.3% |
| YTD | -4.7% | +10.8% | -15.5% | -8.5% |
| 1Y | -4.6% | +11.9% | -16.5% | -8.8% |
| 3Y | +21.9% | +73.0% | -51.1% | -0.5% |
| All | +21.9% | +74.4% | -52.5% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling