+24.0%
DAT vs VT
+73.1%
-49.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -3.2% | +0.4% | -3.7% | -3.8% |
| 30D | +4.0% | +1.0% | +3.0% | +2.6% |
| 3M | +12.7% | +2.4% | +10.3% | +8.4% |
| 6M | +34.4% | +12.0% | +22.4% | +11.9% |
| YTD | +10.6% | +15.3% | -4.7% | -12.0% |
| 1Y | +9.7% | +22.6% | -12.9% | -20.8% |
| 3Y | +76.9% | +74.7% | +2.2% | -26.6% |
| All | +24.0% | +73.1% | -49.1% | -45.9% |
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