+14.9%
DIA vs VST
-35.7%
+50.5%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -13.8% | +16.9% | +3.7% |
| 7D | +1.6% | -15.7% | +17.3% | +2.3% |
| 30D | +4.1% | -17.0% | +21.1% | +4.8% |
| 3M | -1.0% | -15.9% | +14.9% | -0.6% |
| 6M | +9.7% | -25.0% | +34.6% | +10.5% |
| YTD | +12.2% | -25.1% | +37.3% | +12.8% |
| 1Y | +14.9% | -34.9% | +49.7% | +16.0% |
| All | +14.9% | -35.7% | +50.5% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling