-49.6%
DXCM vs VT
+59.8%
-109.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.7% |
| 7D | -9.2% | -0.7% | -8.5% | -8.5% |
| 30D | -6.5% | -1.7% | -4.7% | -4.7% |
| 3M | -10.3% | -2.3% | -7.9% | -8.1% |
| 6M | +35.4% | +1.5% | +33.9% | +31.7% |
| YTD | +21.1% | +12.0% | +9.0% | +4.5% |
| 1Y | +38.2% | +12.9% | +25.4% | +18.3% |
| 3Y | -14.6% | +74.9% | -89.5% | -59.1% |
| 5Y | -49.6% | +59.9% | -109.5% | -70.5% |
| All | -49.6% | +59.8% | -109.3% | -70.5% |
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