+216.4%
DIVO vs VT
+203.0%
+13.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.5% | -2.3% | +0.8% | +0.1% |
| 30D | -0.4% | -5.0% | +4.6% | +3.2% |
| 3M | -1.5% | -4.9% | +3.4% | +2.0% |
| 6M | +4.4% | -1.5% | +6.0% | +5.2% |
| YTD | +9.0% | +8.5% | +0.5% | +2.2% |
| 1Y | +11.3% | +11.4% | -0.1% | +2.3% |
| 3Y | +56.7% | +70.1% | -13.4% | +4.8% |
| 5Y | +61.1% | +53.7% | +7.4% | +15.3% |
| All | +216.4% | +203.0% | +13.4% | +36.9% |
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 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