+75.7%
DIBS vs VT
+23.4%
+52.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +4.9% |
| 7D | +11.5% | +0.1% | +11.4% | +11.4% |
| 30D | +11.0% | +0.8% | +10.2% | +10.5% |
| 3M | +13.8% | +2.8% | +11.1% | +12.2% |
| 6M | -15.2% | +13.0% | -28.2% | -23.4% |
| YTD | -19.0% | +15.4% | -34.4% | -29.8% |
| All | +75.7% | +23.4% | +52.4% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling