+354.3%
DAR vs VT
+224.5%
+129.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +1.4% | +0.4% | +0.9% | +0.7% |
| 30D | +12.8% | +1.0% | +11.8% | +11.3% |
| 3M | +7.4% | +2.4% | +5.0% | +3.6% |
| 6M | +22.3% | +12.0% | +10.3% | +4.8% |
| YTD | +81.1% | +15.3% | +65.7% | +49.4% |
| 1Y | +106.5% | +22.6% | +83.9% | +58.0% |
| 3Y | +5.3% | +74.7% | -69.4% | -48.4% |
| 5Y | -11.5% | +66.1% | -77.7% | -53.3% |
| All | +354.3% | +224.5% | +129.8% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling