-98.3%
DAIC vs VT
+10.5%
-108.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.4% |
| 7D | -10.6% | -2.3% | -8.3% | -5.7% |
| 30D | -56.8% | -5.0% | -51.9% | -51.1% |
| 3M | +25.9% | -4.9% | +30.8% | +40.6% |
| 6M | -80.1% | -1.5% | -78.6% | -78.5% |
| YTD | -91.0% | +8.5% | -99.5% | -91.8% |
| 1Y | -98.3% | +11.4% | -109.7% | -98.6% |
| All | -98.3% | +10.5% | -108.8% | -98.6% |
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