-51.2%
DIN vs VT
+66.2%
-117.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.7% | +0.4% | -6.2% | -6.2% |
| 30D | -11.4% | +1.0% | -12.4% | -12.5% |
| 3M | +9.6% | +2.4% | +7.2% | +5.8% |
| 6M | +2.7% | +12.0% | -9.3% | -10.9% |
| YTD | -0.2% | +15.3% | -15.5% | -16.6% |
| 1Y | +41.4% | +22.6% | +18.8% | +9.8% |
| 3Y | -32.4% | +74.7% | -107.0% | -65.5% |
| All | -51.2% | +66.2% | -117.4% | -72.7% |
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