+226.3%
VTV vs DPZ
+145.4%
+80.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -2.1% | -8.6% | +6.5% | -0.7% |
| 30D | -1.3% | -11.2% | +9.9% | +0.4% |
| 3M | +5.6% | +1.4% | +4.2% | +5.1% |
| 6M | +12.4% | -19.9% | +32.3% | +15.9% |
| YTD | +17.6% | -23.0% | +40.7% | +22.0% |
| 1Y | +23.5% | -28.2% | +51.7% | +29.4% |
| 3Y | +67.0% | -14.2% | +81.2% | +68.4% |
| 5Y | +80.5% | -33.4% | +113.9% | +86.0% |
| All | +226.3% | +145.4% | +80.9% | +174.0% |
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