+57.4%
DFIS vs VT
+68.7%
-11.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.7% | -1.6% | +0.9% | +0.8% |
| 30D | -1.7% | -2.5% | +0.8% | +0.7% |
| 3M | -0.9% | -1.3% | +0.4% | +0.3% |
| 6M | +1.8% | +3.1% | -1.3% | -1.1% |
| YTD | +10.0% | +10.9% | -0.9% | -0.2% |
| 1Y | +15.9% | +12.1% | +3.8% | +4.2% |
| 3Y | +73.5% | +73.9% | -0.4% | +1.7% |
| All | +57.4% | +68.7% | -11.3% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling