+905.2%
VRT vs DPZ
-28.9%
+934.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.9% |
| 7D | +9.1% | -2.5% | +11.7% | +10.0% |
| 30D | +0.9% | -7.0% | +7.9% | +3.2% |
| 3M | -13.4% | +11.6% | -25.0% | -18.5% |
| 6M | +11.7% | -15.2% | +26.9% | +17.9% |
| YTD | +73.2% | -17.2% | +90.5% | +84.4% |
| 1Y | +123.4% | -24.8% | +148.3% | +147.6% |
| 3Y | +606.2% | -8.7% | +614.8% | +585.6% |
| All | +905.2% | -28.9% | +934.1% | +995.2% |
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