-35.1%
DIN vs VT
+222.7%
-257.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.3% |
| 7D | +1.3% | +2.9% | -1.6% | -3.3% |
| 30D | +17.5% | -2.5% | +20.0% | +22.0% |
| 3M | +0.3% | -3.3% | +3.7% | +5.4% |
| 6M | +24.1% | +1.5% | +22.6% | +18.8% |
| YTD | +15.3% | +11.4% | +3.9% | -6.5% |
| 1Y | +46.5% | +11.9% | +34.6% | +17.7% |
| 3Y | -0.3% | +73.9% | -74.2% | -63.1% |
| 5Y | -47.8% | +57.9% | -105.7% | -77.0% |
| All | -35.1% | +222.7% | -257.8% | -87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling