+77.9%
VUG vs DPZ
-4.7%
+82.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.5% | -1.3% |
| 7D | +2.5% | +2.2% | +0.3% | +2.2% |
| 30D | -6.3% | +15.5% | -21.8% | -8.2% |
| 3M | -6.0% | -2.0% | -4.0% | -5.8% |
| 6M | -3.5% | +12.1% | -15.7% | -5.7% |
| YTD | +3.9% | -16.6% | +20.5% | +7.4% |
| 1Y | +5.1% | -14.6% | +19.7% | +7.9% |
| 3Y | +77.9% | -4.1% | +82.0% | +79.5% |
| All | +77.9% | -4.7% | +82.6% | +79.5% |
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 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