+21.5%
DIAL vs VT
+163.7%
-142.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.6% |
| 30D | +2.3% | -1.4% | +3.7% | +2.5% |
| 3M | -1.8% | -1.4% | -0.4% | -1.6% |
| 6M | -1.3% | +5.5% | -6.7% | -2.1% |
| YTD | -0.9% | +12.8% | -13.8% | -2.8% |
| 1Y | 0.0% | +15.4% | -15.5% | -2.3% |
| 3Y | +18.6% | +76.9% | -58.2% | +8.6% |
| 5Y | +1.4% | +60.4% | -59.0% | -7.1% |
| All | +21.5% | +163.7% | -142.2% | +5.6% |
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