-28.2%
DIOD vs VT
+53.4%
-81.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.2% | +12.9% | +12.7% |
| 7D | -3.5% | -2.3% | -1.1% | +1.6% |
| 30D | -23.1% | -5.0% | -18.2% | -14.1% |
| 3M | -21.6% | -4.9% | -16.8% | -12.3% |
| 6M | -33.3% | -1.5% | -31.8% | -28.6% |
| YTD | +56.8% | +8.5% | +48.3% | +41.6% |
| 1Y | +49.3% | +11.4% | +38.0% | +28.7% |
| 3Y | +12.8% | +70.1% | -57.3% | -51.9% |
| All | -28.2% | +53.4% | -81.6% | -60.6% |
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