-78.8%
DIBS vs VT
+62.3%
-141.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -4.1% | +12.7% | +12.6% |
| 7D | +22.3% | -4.2% | +26.4% | +27.0% |
| 30D | +46.6% | -5.8% | +52.4% | +54.8% |
| 3M | +22.5% | -5.2% | +27.8% | +28.7% |
| 6M | +31.9% | +0.1% | +31.7% | +29.7% |
| YTD | +0.8% | +8.2% | -7.4% | -9.4% |
| 1Y | +67.8% | +10.1% | +57.7% | +48.1% |
| 3Y | +43.1% | +69.7% | -26.5% | -24.4% |
| 5Y | -63.0% | +53.4% | -116.4% | -77.1% |
| All | -78.8% | +62.3% | -141.1% | -87.1% |
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