+22.9%
DSU vs VT
+58.5%
-35.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | +1.2% | +2.9% | -1.7% | +0.1% |
| 30D | -0.2% | -2.5% | +2.3% | +0.7% |
| 3M | -6.0% | -3.3% | -2.7% | -4.9% |
| 6M | -6.9% | +1.5% | -8.4% | -7.6% |
| YTD | -5.7% | +11.4% | -17.1% | -9.8% |
| 1Y | -5.3% | +11.9% | -17.2% | -9.5% |
| 3Y | +20.7% | +73.9% | -53.2% | -3.5% |
| 5Y | +22.9% | +57.9% | -35.0% | +1.1% |
| All | +22.9% | +58.5% | -35.7% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling