-79.9%
DTCX vs VT
+75.8%
-155.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | -22.7% | +0.4% | -23.1% | -22.8% |
| 30D | +2.6% | +1.0% | +1.6% | +2.3% |
| 3M | -11.5% | +2.4% | -13.8% | -12.1% |
| 6M | -8.2% | +12.0% | -20.2% | -11.4% |
| YTD | -26.9% | +15.3% | -42.2% | -29.9% |
| 1Y | -63.9% | +22.6% | -86.5% | -65.8% |
| 3Y | -66.5% | +74.7% | -141.2% | -69.5% |
| All | -79.9% | +75.8% | -155.7% | -82.4% |
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