+100.3%
DARP vs VT
+58.8%
+41.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.0% | -1.5% |
| 7D | -13.0% | -4.2% | -8.9% | -7.7% |
| 30D | -20.3% | -5.8% | -14.5% | -13.2% |
| 3M | -15.9% | -5.2% | -10.6% | -9.1% |
| 6M | -14.0% | +0.1% | -14.2% | -13.4% |
| YTD | +6.9% | +8.2% | -1.3% | -3.0% |
| 1Y | +9.2% | +10.1% | -0.9% | -2.9% |
| 3Y | +100.5% | +69.7% | +30.8% | +4.8% |
| All | +100.3% | +58.8% | +41.5% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling