+192.1%
DIVI vs VT
+217.6%
-25.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +0.9% | -3.1% | +3.9% | +3.3% |
| 3M | -3.5% | -3.5% | 0.0% | -0.8% |
| 6M | +1.5% | +0.5% | +1.0% | +1.1% |
| YTD | +12.4% | +10.8% | +1.6% | +4.0% |
| 1Y | +15.9% | +11.9% | +4.0% | +6.4% |
| 3Y | +71.2% | +73.0% | -1.7% | +13.0% |
| 5Y | +86.1% | +58.6% | +27.5% | +29.9% |
| 10Y | +192.1% | +219.2% | -27.0% | +21.2% |
| All | +192.1% | +217.6% | -25.5% | +21.2% |
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