+165.6%
DY vs VT
+57.4%
+108.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +2.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.8% |
| 30D | -18.3% | -2.6% | -15.7% | -15.4% |
| 3M | -46.1% | -3.2% | -42.9% | -43.7% |
| 6M | -48.7% | +0.9% | -49.6% | -48.9% |
| YTD | -34.9% | +11.3% | -46.2% | -41.9% |
| 1Y | -23.2% | +14.0% | -37.2% | -33.1% |
| 3Y | +169.0% | +75.8% | +93.1% | +45.7% |
| 5Y | +165.6% | +57.8% | +107.7% | +74.3% |
| All | +165.6% | +57.4% | +108.2% | +74.3% |
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