+226.1%
DUSA vs VT
+206.5%
+19.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.9% |
| 7D | +1.2% | -0.7% | +1.9% | +1.8% |
| 30D | +3.5% | -1.7% | +5.3% | +5.1% |
| 3M | +1.1% | -2.3% | +3.4% | +3.2% |
| 6M | +3.7% | +1.5% | +2.2% | +1.3% |
| YTD | +13.3% | +12.0% | +1.2% | -0.5% |
| 1Y | +19.5% | +12.9% | +6.7% | +4.2% |
| 3Y | +87.4% | +74.9% | +12.5% | +3.3% |
| 5Y | +75.0% | +59.9% | +15.1% | +6.3% |
| All | +226.1% | +206.5% | +19.6% | -0.8% |
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 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