-0.1%
DT vs VO
+13.6%
-13.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.1% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | +0.1% | -1.9% | +2.0% | +1.2% |
| 3M | +24.1% | +3.3% | +20.9% | +21.6% |
| 6M | +30.1% | +9.7% | +20.4% | +22.8% |
| YTD | +16.8% | +12.6% | +4.1% | +7.3% |
| 1Y | -0.1% | +13.6% | -13.7% | -10.3% |
| All | -0.1% | +13.6% | -13.7% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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