-58.2%
DAIO vs VT
+66.2%
-124.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.4% |
| 30D | -5.3% | +1.0% | -6.3% | -5.9% |
| 3M | -27.7% | +2.4% | -30.1% | -28.8% |
| 6M | -1.0% | +12.0% | -13.0% | -8.5% |
| YTD | -10.4% | +15.3% | -25.7% | -19.0% |
| 1Y | -10.4% | +22.6% | -33.0% | -22.2% |
| 3Y | -25.7% | +74.7% | -100.3% | -49.6% |
| All | -58.2% | +66.2% | -124.4% | -69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling