+734.3%
DIA vs VTV
+721.7%
+12.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | -0.2% | +0.5% | -0.7% | -0.7% |
| 30D | -1.5% | +1.1% | -2.6% | -2.5% |
| 3M | +3.8% | +5.9% | -2.1% | -1.5% |
| 6M | +10.3% | +11.6% | -1.4% | -0.2% |
| YTD | +12.1% | +19.8% | -7.7% | -4.9% |
| 1Y | +18.6% | +26.2% | -7.6% | -4.1% |
| 3Y | +60.6% | +68.5% | -7.8% | 0.0% |
| 5Y | +64.4% | +79.9% | -15.5% | -3.4% |
| 10Y | +250.1% | +229.7% | +20.4% | +21.3% |
| All | +734.3% | +721.7% | +12.7% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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