+61.8%
VNQ vs DPZ
+141.0%
-79.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.0% |
| 7D | -1.3% | -8.6% | +7.4% | +0.3% |
| 30D | -2.6% | -11.9% | +9.3% | -0.4% |
| 3M | -2.0% | +0.4% | -2.4% | -2.4% |
| 6M | +4.3% | -19.9% | +24.2% | +8.0% |
| YTD | +9.2% | -24.4% | +33.6% | +14.1% |
| 1Y | +5.6% | -30.4% | +36.1% | +11.9% |
| 3Y | +30.8% | -17.4% | +48.2% | +33.0% |
| 5Y | +8.0% | -34.6% | +42.6% | +11.9% |
| All | +61.8% | +141.0% | -79.2% | +39.5% |
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