+60.9%
VEA vs DPZ
-34.0%
+94.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.2% |
| 7D | +0.3% | -7.3% | +7.6% | +1.6% |
| 30D | +0.4% | -7.6% | +8.0% | +1.7% |
| 3M | +4.8% | +1.8% | +3.0% | +4.0% |
| 6M | +11.3% | -21.8% | +33.1% | +15.9% |
| YTD | +17.4% | -22.0% | +39.4% | +22.2% |
| 1Y | +26.2% | -28.6% | +54.8% | +33.6% |
| 3Y | +77.7% | -13.1% | +90.8% | +77.6% |
| 5Y | +60.9% | -33.2% | +94.1% | +67.9% |
| All | +60.9% | -34.0% | +94.9% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling