-4.4%
DIOD vs VT
+66.2%
-70.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.1% |
| 7D | +4.3% | +0.4% | +3.9% | +3.4% |
| 30D | +7.2% | +1.0% | +6.3% | +5.5% |
| 3M | -18.4% | +2.4% | -20.8% | -20.4% |
| 6M | +38.8% | +12.0% | +26.8% | +15.6% |
| YTD | +86.0% | +15.3% | +70.7% | +47.4% |
| 1Y | +71.7% | +22.6% | +49.1% | +22.6% |
| 3Y | +10.8% | +74.7% | -63.9% | -55.9% |
| All | -4.4% | +66.2% | -70.6% | -55.3% |
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