-21.7%
DLB vs VT
+53.4%
-75.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +4.6% | -2.3% | +6.9% | +6.4% |
| 30D | +11.1% | -5.0% | +16.1% | +15.5% |
| 3M | +7.0% | -4.9% | +11.9% | +11.2% |
| 6M | +13.2% | -1.5% | +14.7% | +14.0% |
| YTD | +2.7% | +8.5% | -5.8% | -4.8% |
| 1Y | +2.0% | +11.4% | -9.3% | -7.7% |
| 3Y | -19.5% | +70.1% | -89.6% | -49.2% |
| All | -21.7% | +53.4% | -75.1% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling