-89.6%
DTCX vs VT
+70.8%
-160.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.1% | +9.0% | +9.8% |
| 7D | +4.8% | -0.7% | +5.5% | +5.0% |
| 30D | -36.2% | -1.7% | -34.4% | -35.8% |
| 3M | -46.1% | -2.3% | -43.8% | -45.7% |
| 6M | -56.5% | +1.5% | -58.0% | -56.7% |
| YTD | -62.2% | +12.0% | -74.2% | -63.4% |
| 1Y | -73.5% | +12.9% | -86.4% | -74.4% |
| 3Y | -83.8% | +74.9% | -158.7% | -85.1% |
| All | -89.6% | +70.8% | -160.4% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling