-99.9%
DAIC vs VT
+25.0%
-124.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.1% | +1.7% |
| 7D | -12.6% | -4.2% | -8.4% | -4.0% |
| 30D | -58.6% | -5.8% | -52.8% | -52.6% |
| 3M | +38.5% | -5.2% | +43.7% | +54.8% |
| 6M | -79.9% | +0.1% | -80.0% | -78.8% |
| YTD | -90.7% | +8.2% | -99.0% | -91.3% |
| 1Y | -98.3% | +10.1% | -108.4% | -98.5% |
| All | -99.9% | +25.0% | -124.9% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling