+66.6%
VT vs DPZ
-28.9%
+95.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | +0.4% | -2.5% | +3.0% | +0.9% |
| 30D | +1.0% | -7.0% | +7.9% | +2.3% |
| 3M | +2.4% | +11.6% | -9.2% | -0.4% |
| 6M | +12.0% | -15.2% | +27.2% | +15.5% |
| YTD | +15.3% | -17.2% | +32.6% | +19.4% |
| 1Y | +22.6% | -24.8% | +47.4% | +29.7% |
| 3Y | +74.7% | -8.7% | +83.3% | +72.8% |
| All | +66.6% | -28.9% | +95.5% | +74.3% |
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