+57.1%
DIV vs VT
+215.5%
-158.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.2% | -2.3% | +0.1% | -0.5% |
| 30D | +0.9% | -5.0% | +5.9% | +4.7% |
| 3M | -2.2% | -4.9% | +2.7% | +1.3% |
| 6M | +1.5% | -1.5% | +3.0% | +1.9% |
| YTD | +15.3% | +8.5% | +6.8% | +7.0% |
| 1Y | +17.9% | +11.4% | +6.6% | +7.1% |
| 3Y | +43.9% | +70.1% | -26.2% | -8.2% |
| 5Y | +28.7% | +53.7% | -25.0% | -11.4% |
| All | +57.1% | +215.5% | -158.4% | -40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling