+10.5%
DUNK vs VT
+15.1%
-4.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.2% | +2.4% | -1.2% | -1.0% |
| 30D | -4.3% | -1.5% | -2.8% | -2.8% |
| 3M | -3.4% | -4.1% | +0.7% | +0.3% |
| 6M | +19.8% | +0.6% | +19.3% | +19.6% |
| YTD | +12.4% | +11.0% | +1.4% | +1.9% |
| 1Y | +9.5% | +13.3% | -3.9% | -3.0% |
| All | +10.5% | +15.1% | -4.6% | -3.9% |
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