-56.9%
DFDV vs VT
+15.2%
-72.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | +1.7% | +12.7% | +8.1% |
| 7D | -6.5% | -0.3% | -6.2% | -4.3% |
| 30D | -31.8% | -1.4% | -30.4% | -26.4% |
| 3M | +35.6% | -1.4% | +37.0% | +49.0% |
| 6M | -12.2% | +5.5% | -17.7% | -22.9% |
| YTD | -26.1% | +12.8% | -39.0% | -42.2% |
| 1Y | -56.9% | +15.4% | -72.4% | -68.1% |
| All | -56.9% | +15.2% | -72.1% | -68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling