+119.0%
DFIN vs VT
+228.4%
-109.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +5.4% | +0.4% | +4.9% | +4.8% |
| 30D | +2.6% | +1.0% | +1.6% | +1.2% |
| 3M | +32.2% | +2.4% | +29.8% | +27.3% |
| 6M | -3.9% | +12.0% | -15.9% | -19.1% |
| YTD | +9.1% | +15.3% | -6.3% | -11.9% |
| 1Y | -9.7% | +22.6% | -32.3% | -33.1% |
| 3Y | +1.9% | +74.7% | -72.7% | -54.3% |
| 5Y | +52.5% | +66.1% | -13.6% | -24.5% |
| All | +119.0% | +228.4% | -109.4% | -51.4% |
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