+199.2%
DXYZ vs VT
+49.8%
+149.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | -3.7% |
| 7D | -2.6% | -0.3% | -2.3% | -1.8% |
| 30D | -17.3% | -1.4% | -15.8% | -13.8% |
| 3M | +11.3% | -1.4% | +12.7% | +15.8% |
| 6M | -30.1% | +5.5% | -35.6% | -40.4% |
| YTD | -12.1% | +12.8% | -24.9% | -40.3% |
| 1Y | +7.1% | +15.4% | -8.4% | -32.9% |
| All | +199.2% | +49.8% | +149.5% | -4.6% |
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