+29.5%
DIVP vs VT
+45.7%
-16.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +0.2% |
| 7D | -0.7% | -4.2% | +3.4% | +1.1% |
| 30D | +5.5% | -5.8% | +11.3% | +8.3% |
| 3M | +1.2% | -5.2% | +6.4% | +3.5% |
| 6M | +7.2% | +0.1% | +7.0% | +6.5% |
| YTD | +13.6% | +8.2% | +5.4% | +8.1% |
| 1Y | +19.6% | +10.1% | +9.5% | +12.7% |
| All | +29.5% | +45.7% | -16.2% | +4.0% |
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