-98.4%
DSY vs VT
+81.5%
-179.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +0.2% |
| 7D | -4.7% | -4.2% | -0.5% | -3.7% |
| 30D | -6.4% | -5.8% | -0.6% | -4.9% |
| 3M | -3.0% | -5.2% | +2.3% | -1.6% |
| 6M | +50.7% | +0.1% | +50.6% | +48.4% |
| YTD | -40.7% | +8.2% | -48.9% | -46.7% |
| 1Y | -73.3% | +10.1% | -83.4% | -76.4% |
| 3Y | -98.5% | +69.7% | -168.1% | -98.9% |
| All | -98.4% | +81.5% | -179.9% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling