+79.4%
DFAC vs VT
+65.8%
+13.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.8% | -1.6% | +0.8% | +0.8% |
| 30D | -0.3% | -2.5% | +2.2% | +2.3% |
| 3M | -0.4% | -1.3% | +0.9% | +0.9% |
| 6M | +6.1% | +3.1% | +3.0% | +2.6% |
| YTD | +14.1% | +10.9% | +3.2% | +2.1% |
| 1Y | +16.0% | +12.1% | +3.9% | +2.7% |
| 3Y | +75.4% | +73.9% | +1.5% | -1.4% |
| 5Y | +66.3% | +58.0% | +8.3% | +3.7% |
| All | +79.4% | +65.8% | +13.6% | +6.2% |
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 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