+4.7%
DYN vs VT
+5.0%
-0.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | 0.0% |
| 7D | +9.2% | -0.3% | +9.5% | +9.7% |
| 30D | +20.1% | -1.4% | +21.5% | +22.8% |
| 3M | -28.6% | -1.4% | -27.2% | -26.8% |
| 6M | +4.7% | +5.5% | -0.8% | -11.3% |
| All | +4.7% | +5.0% | -0.3% | -11.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling