+84.5%
DUBS vs VT
+76.9%
+7.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.7% | +1.0% | -0.3% | -0.3% |
| 30D | -0.7% | -0.2% | -0.4% | -0.4% |
| 3M | +4.8% | +4.5% | +0.3% | +0.4% |
| 6M | +17.5% | +14.1% | +3.4% | +3.3% |
| YTD | +15.3% | +14.8% | +0.6% | +0.8% |
| 1Y | +23.5% | +21.2% | +2.3% | +2.3% |
| 3Y | +80.0% | +76.6% | +3.4% | +6.0% |
| All | +84.5% | +76.9% | +7.6% | +8.6% |
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