+56.2%
DIOD vs VT
+15.2%
+41.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.7% | -7.4% | -9.9% |
| 7D | -11.0% | -0.3% | -10.7% | -10.3% |
| 30D | -23.2% | -1.4% | -21.8% | -19.9% |
| 3M | -10.0% | -1.4% | -8.6% | -6.1% |
| 6M | -26.9% | +5.5% | -32.4% | -32.4% |
| YTD | +61.0% | +12.8% | +48.2% | +31.8% |
| 1Y | +56.2% | +15.4% | +40.7% | +22.0% |
| All | +56.2% | +15.2% | +41.0% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling