-72.4%
DSY vs VT
+13.3%
-85.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | +1.9% |
| 7D | -6.6% | -0.7% | -5.9% | -8.2% |
| 30D | -9.2% | -1.7% | -7.5% | -13.6% |
| 3M | -35.8% | -2.3% | -33.5% | -40.2% |
| 6M | +43.2% | +1.5% | +41.7% | +69.3% |
| YTD | -44.1% | +12.0% | -56.2% | -42.3% |
| 1Y | -72.4% | +12.9% | -85.3% | -71.7% |
| All | -72.4% | +13.3% | -85.7% | -71.7% |
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