+112.7%
DYN vs VT
+69.4%
+43.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | +1.7% |
| 7D | +1.9% | -4.2% | +6.0% | +10.8% |
| 30D | +12.7% | -5.8% | +18.5% | +27.0% |
| 3M | -33.7% | -5.2% | -28.4% | -26.0% |
| 6M | -0.6% | +0.1% | -0.8% | -0.9% |
| YTD | -11.2% | +8.2% | -19.5% | -24.2% |
| 1Y | -16.9% | +10.1% | -27.1% | -31.6% |
| All | +112.7% | +69.4% | +43.4% | -40.4% |
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