+90.3%
DISV vs VT
+64.6%
+25.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.9% |
| 7D | -1.8% | -4.2% | +2.3% | +1.9% |
| 30D | -2.5% | -5.8% | +3.3% | +2.8% |
| 3M | -2.1% | -5.2% | +3.2% | +2.7% |
| 6M | +4.3% | +0.1% | +4.2% | +3.9% |
| YTD | +13.0% | +8.2% | +4.8% | +5.0% |
| 1Y | +22.9% | +10.1% | +12.8% | +12.4% |
| 3Y | +91.0% | +69.7% | +21.3% | +16.9% |
| All | +90.3% | +64.6% | +25.7% | +18.7% |
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