-53.6%
DAIO vs VT
+59.8%
-113.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.2% |
| 7D | +2.1% | -0.7% | +2.8% | +2.6% |
| 30D | -13.3% | -1.7% | -11.5% | -12.1% |
| 3M | -15.1% | -2.3% | -12.8% | -13.5% |
| 6M | -14.8% | +1.5% | -16.3% | -15.4% |
| YTD | -21.8% | +12.0% | -33.8% | -27.5% |
| 1Y | -12.4% | +12.9% | -25.2% | -19.1% |
| 3Y | -18.4% | +74.9% | -93.4% | -43.8% |
| 5Y | -53.6% | +59.9% | -113.6% | -64.4% |
| All | -53.6% | +59.8% | -113.4% | -64.4% |
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