+45.9%
DJIA vs VT
+86.5%
-40.6%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.2% | +0.4% | -0.3% | -0.1% |
| 30D | +1.3% | +1.0% | +0.3% | +0.8% |
| 3M | +6.3% | +2.4% | +4.0% | +5.0% |
| 6M | +7.3% | +12.0% | -4.7% | +0.9% |
| YTD | +10.0% | +15.3% | -5.3% | +2.0% |
| 1Y | +16.9% | +22.6% | -5.7% | +4.8% |
| 3Y | +39.3% | +74.7% | -35.4% | +4.2% |
| All | +45.9% | +86.5% | -40.6% | +6.9% |
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