+125.8%
DFAU vs VT
+100.7%
+25.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.2% |
| 7D | +3.1% | +2.9% | +0.2% | +0.2% |
| 30D | -1.9% | -2.5% | +0.6% | +0.6% |
| 3M | -2.0% | -3.3% | +1.4% | +1.4% |
| 6M | +3.8% | +1.5% | +2.2% | +2.0% |
| YTD | +12.7% | +11.4% | +1.3% | +0.5% |
| 1Y | +13.0% | +11.9% | +1.1% | +0.3% |
| 3Y | +77.2% | +73.9% | +3.3% | -0.1% |
| 5Y | +69.5% | +57.9% | +11.6% | +5.3% |
| All | +125.8% | +100.7% | +25.1% | +12.2% |
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 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