+80.6%
VTV vs DPZ
-34.0%
+114.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.8% | +0.4% |
| 7D | -0.7% | -7.3% | +6.6% | +0.6% |
| 30D | -0.5% | -7.6% | +7.1% | +0.8% |
| 3M | +5.3% | +1.8% | +3.5% | +4.6% |
| 6M | +12.9% | -21.8% | +34.7% | +17.5% |
| YTD | +18.5% | -22.0% | +40.5% | +23.2% |
| 1Y | +25.3% | -28.6% | +53.9% | +32.4% |
| 3Y | +68.2% | -13.1% | +81.3% | +68.9% |
| 5Y | +80.6% | -33.2% | +113.8% | +89.5% |
| All | +80.6% | -34.0% | +114.6% | +89.5% |
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 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