+73.5%
DIN vs VT
+345.0%
-271.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +4.2% |
| 7D | +2.0% | -4.2% | +6.2% | +8.2% |
| 30D | +21.5% | -5.8% | +27.3% | +32.0% |
| 3M | +1.1% | -5.2% | +6.3% | +8.7% |
| 6M | +29.1% | +0.1% | +29.0% | +26.5% |
| YTD | +13.8% | +8.2% | +5.6% | -0.9% |
| 1Y | +44.5% | +10.1% | +34.4% | +22.7% |
| 3Y | -8.0% | +69.7% | -77.6% | -58.4% |
| 5Y | -52.4% | +53.4% | -105.8% | -75.1% |
| 10Y | -29.5% | +219.2% | -248.7% | -84.3% |
| All | +73.5% | +345.0% | -271.4% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling