+226.3%
DUSA vs VT
+203.7%
+22.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +2.7% | +2.4% | +0.3% | +0.3% |
| 30D | +3.5% | -1.5% | +5.0% | +4.9% |
| 3M | +1.5% | -4.1% | +5.6% | +5.5% |
| 6M | +3.1% | +0.6% | +2.5% | +1.7% |
| YTD | +13.4% | +11.0% | +2.3% | +0.5% |
| 1Y | +21.1% | +13.3% | +7.7% | +5.1% |
| 3Y | +88.1% | +73.4% | +14.8% | +4.7% |
| 5Y | +74.3% | +57.4% | +16.9% | +7.6% |
| All | +226.3% | +203.7% | +22.6% | +0.2% |
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 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