+217.3%
DIVO vs VT
+202.3%
+14.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +0.2% |
| 7D | -1.9% | -4.2% | +2.3% | +1.1% |
| 30D | -0.5% | -5.8% | +5.3% | +3.8% |
| 3M | -1.3% | -5.2% | +3.9% | +2.5% |
| 6M | +5.4% | +0.1% | +5.3% | +5.0% |
| YTD | +9.3% | +8.2% | +1.1% | +2.7% |
| 1Y | +11.5% | +10.1% | +1.3% | +3.3% |
| 3Y | +57.4% | +69.7% | -12.3% | +5.5% |
| 5Y | +61.5% | +53.4% | +8.2% | +15.8% |
| All | +217.3% | +202.3% | +14.9% | +37.5% |
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 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