-21.7%
DLB vs VT
+53.2%
-74.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +2.9% |
| 7D | +3.0% | -4.2% | +7.2% | +6.5% |
| 30D | +10.9% | -5.8% | +16.7% | +16.1% |
| 3M | +6.3% | -5.2% | +11.5% | +10.7% |
| 6M | +11.1% | +0.1% | +11.0% | +10.3% |
| YTD | +2.7% | +8.2% | -5.5% | -4.7% |
| 1Y | +1.4% | +10.1% | -8.7% | -7.4% |
| 3Y | -19.2% | +69.7% | -88.9% | -48.9% |
| 5Y | -21.7% | +53.4% | -75.1% | -46.7% |
| All | -21.7% | +53.2% | -74.9% | -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