-58.7%
DNLI vs VT
+66.2%
-124.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.1% |
| 6M | +9.4% | +12.0% | -2.6% | -11.1% |
| YTD | +34.9% | +15.3% | +19.6% | +4.6% |
| 1Y | +50.6% | +22.6% | +28.1% | +4.6% |
| 3Y | -4.4% | +74.7% | -79.1% | -63.2% |
| All | -58.7% | +66.2% | -124.9% | -82.0% |
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