+127.2%
DYN vs VT
+76.6%
+50.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | -0.7% |
| 7D | +9.2% | -0.3% | +9.5% | +9.8% |
| 30D | +20.1% | -1.4% | +21.5% | +23.7% |
| 3M | -28.6% | -1.4% | -27.2% | -26.4% |
| 6M | +4.7% | +5.5% | -0.8% | -5.9% |
| YTD | -5.2% | +12.8% | -18.0% | -25.5% |
| 1Y | -13.8% | +15.4% | -29.3% | -35.4% |
| All | +127.2% | +76.6% | +50.7% | -41.4% |
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