+269.8%
DFDV vs VT
+69.4%
+200.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -4.1% | -10.9% | -14.5% |
| 7D | -17.7% | -4.2% | -13.5% | -17.2% |
| 30D | -36.3% | -5.8% | -30.5% | -36.1% |
| 3M | +13.2% | -5.2% | +18.5% | +13.5% |
| 6M | -26.3% | +0.1% | -26.4% | -24.7% |
| YTD | -37.2% | +8.2% | -45.5% | -33.4% |
| 1Y | -64.0% | +10.1% | -74.1% | -61.1% |
| All | +269.8% | +69.4% | +200.5% | +884.2% |
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 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