-3.3%
DXYZ vs VT
+10.5%
-13.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.5% | +5.4% |
| 7D | -4.5% | -2.3% | -2.2% | +0.4% |
| 30D | -21.8% | -5.0% | -16.8% | -14.0% |
| 3M | -3.3% | -4.9% | +1.5% | +6.4% |
| 6M | -40.3% | -1.5% | -38.7% | -37.4% |
| YTD | -20.4% | +8.5% | -28.9% | -27.2% |
| 1Y | -3.3% | +11.4% | -14.7% | -14.1% |
| All | -3.3% | +10.5% | -13.8% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling