+302.9%
DIT vs VT
+356.1%
-53.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.4% |
| 7D | -4.0% | -1.6% | -2.4% | -3.7% |
| 30D | -11.2% | -2.5% | -8.7% | -10.7% |
| 3M | -4.0% | -1.3% | -2.7% | -3.7% |
| 6M | -32.4% | +3.1% | -35.5% | -32.9% |
| YTD | -18.4% | +10.9% | -29.4% | -20.5% |
| 1Y | -23.1% | +12.1% | -35.2% | -25.3% |
| 3Y | -52.9% | +73.9% | -126.8% | -58.9% |
| 5Y | -22.3% | +58.0% | -80.2% | -31.1% |
| 10Y | +19.2% | +225.5% | -206.2% | -11.1% |
| All | +302.9% | +356.1% | -53.2% | +145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling