+221.6%
DFDV vs VT
+74.2%
+147.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.6% | -8.5% | -9.3% |
| 7D | +4.2% | -0.1% | +4.4% | +4.2% |
| 30D | +90.2% | -0.7% | +90.9% | +89.8% |
| 3M | +97.8% | +4.0% | +93.8% | +99.4% |
| 6M | +40.2% | +12.3% | +27.9% | +46.8% |
| YTD | +7.7% | +14.0% | -6.3% | +13.2% |
| 1Y | -68.1% | +20.3% | -88.4% | -64.2% |
| All | +221.6% | +74.2% | +147.4% | +499.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling