+23.0%
DAR vs VT
+74.1%
-51.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +2.5% |
| 7D | -2.8% | +0.4% | -3.1% | -3.1% |
| 30D | -12.8% | -2.6% | -10.2% | -10.9% |
| 3M | -11.6% | -3.2% | -8.3% | -9.4% |
| 6M | -16.8% | +0.9% | -17.7% | -18.3% |
| YTD | +45.9% | +11.3% | +34.6% | +28.4% |
| 1Y | +61.5% | +14.0% | +47.5% | +38.2% |
| 3Y | +23.0% | +75.8% | -52.9% | -48.2% |
| All | +23.0% | +74.1% | -51.1% | -48.2% |
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