-49.1%
DIN vs VT
+53.4%
-102.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | +1.0% | -2.3% | +3.3% | +3.5% |
| 30D | +23.8% | -5.0% | +28.7% | +30.6% |
| 3M | +1.7% | -4.9% | +6.6% | +7.1% |
| 6M | +33.7% | -1.5% | +35.2% | +34.3% |
| YTD | +13.7% | +8.5% | +5.2% | +1.5% |
| 1Y | +50.8% | +11.4% | +39.4% | +30.3% |
| 3Y | -7.1% | +70.1% | -77.1% | -51.4% |
| All | -49.1% | +53.4% | -102.5% | -69.3% |
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