+16.4%
DLN vs VT
+10.5%
+5.9%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.4% | -2.3% | 0.0% | -1.1% |
| 30D | 0.0% | -5.0% | +4.9% | +2.6% |
| 3M | -1.6% | -4.9% | +3.3% | +1.0% |
| 6M | +4.7% | -1.5% | +6.2% | +5.3% |
| YTD | +13.2% | +8.5% | +4.7% | +7.1% |
| 1Y | +16.4% | +11.4% | +5.0% | +8.4% |
| All | +16.4% | +10.5% | +5.9% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling