+241.3%
DIVB vs VT
+168.8%
+72.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +3.4% | +1.0% | +2.4% | +2.5% |
| 3M | +10.9% | +2.4% | +8.5% | +8.1% |
| 6M | +24.7% | +12.0% | +12.7% | +11.7% |
| YTD | +31.3% | +15.3% | +16.0% | +14.4% |
| 1Y | +36.3% | +22.6% | +13.7% | +12.0% |
| 3Y | +91.0% | +74.7% | +16.4% | +11.7% |
| 5Y | +91.3% | +66.1% | +25.1% | +16.9% |
| All | +241.3% | +168.8% | +72.5% | +34.4% |
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