+9.4%
DUNK vs VT
+18.2%
-8.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -4.4% | -0.7% | -3.7% | -3.8% |
| 3M | +11.8% | +4.0% | +7.8% | +8.1% |
| 6M | +23.0% | +12.3% | +10.7% | +10.5% |
| YTD | +11.3% | +14.0% | -2.7% | -1.6% |
| All | +9.4% | +18.2% | -8.8% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling