-46.3%
DIN vs VT
+57.0%
-103.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +2.9% | +2.4% | +0.5% | +0.3% |
| 30D | +18.1% | -1.5% | +19.6% | +19.9% |
| 3M | +6.9% | -4.1% | +11.0% | +11.7% |
| 6M | +30.4% | +0.6% | +29.8% | +28.2% |
| YTD | +17.0% | +11.0% | +6.0% | +1.9% |
| 1Y | +42.1% | +13.3% | +28.7% | +20.7% |
| 3Y | +0.6% | +73.4% | -72.8% | -48.4% |
| All | -46.3% | +57.0% | -103.3% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling