+222.1%
DUSA vs VT
+215.5%
+6.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.5% | +0.4% | +0.1% | 0.0% |
| 30D | -0.8% | +1.0% | -1.8% | -1.8% |
| 3M | +2.4% | +2.4% | 0.0% | -0.4% |
| 6M | +9.8% | +12.0% | -2.2% | -3.0% |
| YTD | +11.9% | +15.3% | -3.5% | -4.2% |
| 1Y | +20.0% | +22.6% | -2.6% | -3.6% |
| 3Y | +82.3% | +74.7% | +7.6% | +1.1% |
| 5Y | +77.2% | +66.1% | +11.0% | +3.9% |
| All | +222.1% | +215.5% | +6.5% | -4.6% |
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