+4.1%
VUG vs DPZ
-17.9%
+22.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -1.1% | -3.5% | +2.5% | -1.1% |
| 30D | -7.0% | +5.7% | -12.7% | -6.9% |
| 3M | -3.7% | -7.5% | +3.8% | -3.5% |
| 6M | -1.6% | +6.2% | -7.8% | -1.6% |
| YTD | +5.1% | -19.8% | +24.9% | +7.0% |
| All | +4.1% | -17.9% | +22.0% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling