+228.5%
DFIN vs VT
+215.5%
+13.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | +0.1% | -2.3% | +2.5% | +3.2% |
| 30D | +34.5% | -5.0% | +39.5% | +43.1% |
| 3M | +38.4% | -4.9% | +43.3% | +46.9% |
| 6M | +55.9% | -1.5% | +57.4% | +56.6% |
| YTD | +43.5% | +8.5% | +35.0% | +24.9% |
| 1Y | +46.9% | +11.4% | +35.5% | +23.2% |
| 3Y | +21.4% | +70.1% | -48.6% | -44.2% |
| 5Y | +37.3% | +53.7% | -16.4% | -25.2% |
| All | +228.5% | +215.5% | +13.0% | -28.1% |
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 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