-6.5%
DNLI vs VT
+75.0%
-81.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.2% |
| 7D | -7.2% | +0.4% | -7.6% | -7.9% |
| 30D | -8.8% | +1.0% | -9.7% | -10.3% |
| 3M | +10.6% | +2.4% | +8.2% | +4.9% |
| 6M | +9.4% | +12.0% | -2.6% | -12.5% |
| YTD | +34.9% | +15.3% | +19.6% | +2.5% |
| 1Y | +50.6% | +22.6% | +28.1% | +1.3% |
| All | -6.5% | +75.0% | -81.5% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling