-21.8%
DXCM vs VTV
+67.6%
-89.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | -6.5% | -0.7% | -5.8% | -5.9% |
| 30D | -4.3% | -0.5% | -3.8% | -3.9% |
| 3M | +7.3% | +5.3% | +2.0% | +2.3% |
| 6M | +22.0% | +12.9% | +9.2% | +9.1% |
| YTD | +26.4% | +18.5% | +7.9% | +8.3% |
| 1Y | +7.0% | +25.3% | -18.3% | -12.9% |
| All | -21.8% | +67.6% | -89.4% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling