+409.7%
VUG vs DPZ
+150.4%
+259.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | +0.9% | -1.5% | +2.3% | +1.2% |
| 30D | -1.4% | -4.4% | +3.0% | -0.5% |
| 3M | +2.3% | +7.6% | -5.3% | -0.2% |
| 6M | +15.7% | -16.9% | +32.6% | +20.3% |
| YTD | +8.6% | -18.6% | +27.2% | +13.4% |
| 1Y | +14.1% | -26.7% | +40.7% | +22.2% |
| 3Y | +87.9% | -9.3% | +97.2% | +86.6% |
| 5Y | +76.3% | -31.0% | +107.3% | +84.3% |
| 10Y | +409.7% | +152.4% | +257.3% | +284.9% |
| All | +409.7% | +150.4% | +259.3% | +284.9% |
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 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