-96.7%
DAIC vs VT
+23.4%
-120.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.0% | +8.7% | +8.1% |
| 7D | -42.0% | +0.1% | -42.1% | -42.0% |
| 30D | +344.1% | +0.8% | +343.3% | +333.1% |
| 3M | +8.4% | +2.8% | +5.7% | +3.8% |
| 6M | -44.3% | +13.0% | -57.3% | -52.4% |
| YTD | -70.2% | +15.4% | -85.6% | -76.4% |
| All | -96.7% | +23.4% | -120.1% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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