+197.9%
DIVI vs VT
+241.8%
-43.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +0.7% | +0.4% | +0.3% | +0.4% |
| 30D | +0.9% | +1.0% | -0.1% | +0.1% |
| 3M | +4.8% | +2.4% | +2.4% | +2.8% |
| 6M | +9.9% | +12.0% | -2.1% | +0.8% |
| YTD | +17.0% | +15.3% | +1.6% | +4.9% |
| 1Y | +26.6% | +22.6% | +4.0% | +8.4% |
| 3Y | +73.6% | +74.7% | -1.1% | +13.7% |
| 5Y | +91.3% | +66.1% | +25.2% | +29.0% |
| 10Y | +193.1% | +225.0% | -31.9% | +19.7% |
| All | +197.9% | +241.8% | -43.9% | +16.9% |
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