+263.3%
DXYZ vs VT
+53.1%
+210.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -5.9% | +0.4% | -6.3% | -7.1% |
| 30D | +37.0% | +1.0% | +36.0% | +33.4% |
| 3M | -24.8% | +2.4% | -27.2% | -30.1% |
| 6M | +17.3% | +12.0% | +5.3% | -16.6% |
| YTD | +6.8% | +15.3% | -8.6% | -31.9% |
| 1Y | +23.6% | +22.6% | +1.0% | -35.5% |
| All | +263.3% | +53.1% | +210.2% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling