-30.0%
DULL vs VT
+12.5%
-42.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.5% | +8.4% | +6.6% |
| 7D | -9.3% | -0.1% | -9.2% | -9.2% |
| 30D | +9.6% | -3.1% | +12.7% | +1.7% |
| 3M | +19.7% | -3.5% | +23.2% | +11.0% |
| 6M | +38.6% | +0.5% | +38.1% | +48.0% |
| YTD | -18.4% | +10.8% | -29.2% | +11.2% |
| 1Y | -30.0% | +11.9% | -41.9% | -3.8% |
| All | -30.0% | +12.5% | -42.5% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling