+89.0%
DTH vs VT
+59.7%
+29.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.7% |
| 7D | +2.9% | -0.3% | +3.2% | +3.1% |
| 30D | +3.4% | -1.4% | +4.8% | +4.4% |
| 3M | -0.4% | -1.4% | +1.0% | +0.5% |
| 6M | +6.8% | +5.5% | +1.3% | +2.4% |
| YTD | +14.6% | +12.8% | +1.7% | +4.5% |
| 1Y | +23.1% | +15.4% | +7.7% | +10.4% |
| 3Y | +80.9% | +76.9% | +4.1% | +16.6% |
| All | +89.0% | +59.7% | +29.3% | +28.5% |
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 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