+189.1%
DFIN vs VT
+208.1%
-19.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +2.0% |
| 7D | +10.1% | -4.2% | +14.2% | +16.1% |
| 30D | +35.6% | -5.8% | +41.4% | +45.9% |
| 3M | +35.4% | -5.2% | +40.6% | +44.4% |
| 6M | +57.3% | +0.1% | +57.2% | +54.3% |
| YTD | +44.0% | +8.2% | +35.7% | +25.7% |
| 1Y | +45.2% | +10.1% | +35.1% | +23.7% |
| 3Y | +22.4% | +69.7% | -47.3% | -43.5% |
| 5Y | +37.8% | +53.4% | -15.5% | -24.6% |
| 10Y | +224.3% | +219.2% | +5.0% | -27.0% |
| All | +189.1% | +208.1% | -19.0% | -30.7% |
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