+70.8%
DFSV vs VT
+82.5%
-11.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -0.7% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | +3.7% | -1.4% | +5.1% | +5.2% |
| 3M | -1.7% | -1.4% | -0.3% | -0.4% |
| 6M | +7.8% | +5.5% | +2.3% | +1.1% |
| YTD | +22.3% | +12.8% | +9.5% | +6.1% |
| 1Y | +29.8% | +15.4% | +14.4% | +9.7% |
| 3Y | +63.6% | +76.9% | -13.3% | -13.3% |
| All | +70.8% | +82.5% | -11.7% | -10.2% |
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