+158.3%
VEA vs DPZ
+145.4%
+12.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | -2.1% | -8.6% | +6.5% | -0.7% |
| 30D | -1.1% | -11.2% | +10.1% | +0.7% |
| 3M | +5.1% | +1.4% | +3.6% | +4.4% |
| 6M | +9.8% | -19.9% | +29.7% | +13.1% |
| YTD | +15.9% | -23.0% | +38.9% | +20.1% |
| 1Y | +24.6% | -28.2% | +52.8% | +30.4% |
| 3Y | +75.5% | -14.2% | +89.7% | +76.6% |
| 5Y | +59.4% | -33.4% | +92.8% | +63.8% |
| All | +158.3% | +145.4% | +12.9% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling