+3.9%
DNLI vs VT
+164.5%
-160.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -7.2% | +0.4% | -7.6% | -7.8% |
| 30D | -8.8% | +1.0% | -9.7% | -10.0% |
| 3M | +10.6% | +2.4% | +8.2% | +6.1% |
| 6M | +9.4% | +12.0% | -2.6% | -7.6% |
| YTD | +34.9% | +15.3% | +19.6% | +9.7% |
| 1Y | +50.6% | +22.6% | +28.1% | +12.0% |
| 3Y | -4.4% | +74.7% | -79.1% | -55.3% |
| 5Y | -59.1% | +66.1% | -125.3% | -78.9% |
| All | +3.9% | +164.5% | -160.6% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling