+64.3%
DJUN vs VT
+141.7%
-77.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +0.4% | +1.0% | -0.7% | -0.1% |
| 30D | -0.3% | -0.2% | 0.0% | -0.2% |
| 3M | +1.9% | +4.5% | -2.7% | -0.2% |
| 6M | +5.8% | +14.1% | -8.3% | -0.6% |
| YTD | +5.8% | +14.8% | -9.0% | -0.9% |
| 1Y | +8.7% | +21.2% | -12.5% | -0.8% |
| 3Y | +38.3% | +76.6% | -38.3% | +6.9% |
| 5Y | +47.7% | +66.6% | -18.9% | +14.3% |
| All | +64.3% | +141.7% | -77.4% | +12.8% |
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