+34.5%
DFDV vs VT
+72.1%
-37.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.4% | -3.5% |
| 7D | +17.9% | +0.4% | +17.4% | +17.9% |
| 30D | +109.6% | +1.0% | +108.7% | +109.7% |
| 3M | +95.0% | +2.4% | +92.6% | +94.1% |
| 6M | +34.6% | +12.0% | +22.6% | +37.5% |
| YTD | +16.2% | +15.3% | +0.9% | +20.6% |
| 1Y | -61.4% | +22.6% | -84.0% | -57.1% |
| 3Y | +293.6% | +74.7% | +218.9% | +528.7% |
| All | +34.5% | +72.1% | -37.6% | +127.7% |
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