+12.1%
DIA vs VST
-30.9%
+42.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +7.3% | -5.1% | +1.8% |
| 7D | +0.8% | -0.5% | +1.3% | +0.6% |
| 30D | +1.4% | -17.1% | +18.5% | +2.3% |
| 3M | -2.7% | -4.6% | +1.9% | -2.9% |
| 6M | +6.2% | -9.1% | +15.3% | +5.9% |
| YTD | +10.1% | -16.6% | +26.7% | +10.1% |
| All | +12.1% | -30.9% | +42.9% | +12.3% |
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