+135.2%
VGT vs DPZ
-34.0%
+169.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.9% |
| 7D | +1.5% | -7.3% | +8.8% | +3.3% |
| 30D | +0.5% | -7.6% | +8.1% | +2.3% |
| 3M | +5.3% | +1.8% | +3.4% | +3.8% |
| 6M | +32.4% | -21.8% | +54.3% | +40.7% |
| YTD | +28.6% | -22.0% | +50.6% | +36.4% |
| 1Y | +37.6% | -28.6% | +66.2% | +49.9% |
| 3Y | +125.5% | -13.1% | +138.6% | +122.9% |
| 5Y | +135.2% | -33.2% | +168.4% | +165.3% |
| All | +135.2% | -34.0% | +169.2% | +165.3% |
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