-17.6%
DTG vs VT
+68.7%
-86.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.8% | +0.4% | -1.3% | -1.0% |
| 30D | -4.4% | +1.0% | -5.4% | -4.7% |
| 3M | -4.6% | +2.4% | -7.0% | -5.5% |
| 6M | -6.8% | +12.0% | -18.9% | -10.9% |
| YTD | -3.8% | +15.3% | -19.2% | -9.1% |
| 1Y | -6.5% | +22.6% | -29.1% | -13.7% |
| 3Y | -6.0% | +74.7% | -80.7% | -25.6% |
| All | -17.6% | +68.7% | -86.3% | -35.5% |
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