+86.1%
DIVI vs VT
+57.5%
+28.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +0.9% | -3.1% | +3.9% | +3.5% |
| 3M | -3.5% | -3.5% | 0.0% | -0.6% |
| 6M | +1.5% | +0.5% | +1.0% | +1.0% |
| YTD | +12.4% | +10.8% | +1.6% | +3.3% |
| 1Y | +15.9% | +11.9% | +4.0% | +5.7% |
| 3Y | +71.2% | +73.0% | -1.7% | +9.9% |
| 5Y | +86.1% | +58.6% | +27.5% | +24.5% |
| All | +86.1% | +57.5% | +28.6% | +24.5% |
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