+41.3%
DIBS vs VT
+69.7%
-28.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +21.9% | -2.3% | +24.2% | +23.3% |
| 30D | +53.6% | -5.0% | +58.5% | +58.2% |
| 3M | +21.4% | -4.9% | +26.2% | +25.1% |
| 6M | +36.2% | -1.5% | +37.7% | +36.4% |
| YTD | +0.5% | +8.5% | -8.0% | -7.4% |
| 1Y | +73.0% | +11.4% | +61.6% | +56.0% |
| 3Y | +41.3% | +70.1% | -28.8% | +6.5% |
| All | +41.3% | +69.7% | -28.4% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling