+76.9%
DFLV vs VT
+85.5%
-8.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.9% | -2.3% | +0.4% | -0.1% |
| 30D | +1.2% | -5.0% | +6.1% | +5.3% |
| 3M | -0.4% | -4.9% | +4.5% | +3.5% |
| 6M | +8.1% | -1.5% | +9.6% | +8.9% |
| YTD | +21.2% | +8.5% | +12.7% | +12.3% |
| 1Y | +27.5% | +11.4% | +16.1% | +15.4% |
| 3Y | +75.5% | +70.1% | +5.4% | +7.5% |
| All | +76.9% | +85.5% | -8.6% | -0.8% |
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