-46.7%
DIN vs VT
+57.5%
-104.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.7% |
| 7D | +4.1% | -0.1% | +4.2% | +4.2% |
| 30D | +25.2% | -3.1% | +28.3% | +29.4% |
| 3M | +3.3% | -3.5% | +6.8% | +7.2% |
| 6M | +31.2% | +0.5% | +30.7% | +29.0% |
| YTD | +16.6% | +10.8% | +5.8% | +1.8% |
| 1Y | +47.8% | +11.9% | +35.9% | +27.3% |
| 3Y | +0.9% | +73.0% | -72.1% | -48.1% |
| 5Y | -46.7% | +58.6% | -105.4% | -69.2% |
| All | -46.7% | +57.5% | -104.3% | -69.2% |
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