+8.1%
DLNG vs VT
+58.5%
-50.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.3% |
| 7D | +7.2% | +2.9% | +4.4% | +5.5% |
| 30D | -8.7% | -2.5% | -6.2% | -7.4% |
| 3M | -11.0% | -3.3% | -7.6% | -9.4% |
| 6M | -12.6% | +1.5% | -14.2% | -13.7% |
| YTD | -10.1% | +11.4% | -21.5% | -16.3% |
| 1Y | -4.0% | +11.9% | -15.9% | -11.0% |
| 3Y | +38.3% | +73.9% | -35.6% | -5.7% |
| 5Y | +8.1% | +57.9% | -49.8% | -24.5% |
| All | +8.1% | +58.5% | -50.4% | -24.5% |
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