+67.8%
VTV vs DPZ
-12.8%
+80.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.8% | +0.3% |
| 7D | -0.7% | -7.3% | +6.6% | +0.4% |
| 30D | -0.5% | -7.6% | +7.1% | +0.6% |
| 3M | +5.3% | +1.8% | +3.5% | +4.7% |
| 6M | +12.9% | -21.8% | +34.7% | +17.3% |
| YTD | +18.5% | -22.0% | +40.5% | +23.0% |
| 1Y | +25.3% | -28.6% | +53.9% | +32.2% |
| All | +67.8% | -12.8% | +80.6% | +67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling