-72.7%
DSY vs VT
+13.3%
-86.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.9% |
| 7D | -1.2% | -1.6% | +0.4% | -5.0% |
| 30D | -7.0% | -2.5% | -4.5% | -12.7% |
| 3M | -12.7% | -1.3% | -11.4% | -15.7% |
| 6M | +54.0% | +3.1% | +50.9% | +74.6% |
| YTD | -39.4% | +10.9% | -50.3% | -38.7% |
| All | -72.7% | +13.3% | -86.0% | -73.2% |
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