-5.7%
DT vs VG
+48.6%
-54.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -24.7% | -22.0% | -2.7% | -24.5% |
| 30D | -27.4% | -11.6% | -15.7% | -27.2% |
| 3M | -11.1% | -14.9% | +3.8% | -10.9% |
| 6M | +13.7% | -3.5% | +17.2% | +13.6% |
| YTD | +0.2% | +70.0% | -69.7% | +0.1% |
| 1Y | -5.7% | +50.0% | -55.7% | -5.9% |
| All | -5.7% | +48.6% | -54.3% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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