+70.2%
DINT vs VT
+161.2%
-91.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -0.1% | +0.4% | -0.6% | -0.6% |
| 30D | -0.6% | +1.0% | -1.5% | -1.5% |
| 3M | +1.3% | +2.4% | -1.1% | -1.1% |
| 6M | +8.8% | +12.0% | -3.2% | -2.7% |
| YTD | +5.8% | +15.3% | -9.5% | -8.0% |
| 1Y | +16.5% | +22.6% | -6.0% | -4.6% |
| 3Y | +67.7% | +74.7% | -7.0% | -2.9% |
| 5Y | +58.1% | +66.1% | -8.0% | -3.6% |
| All | +70.2% | +161.2% | -91.0% | -29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling