+80.9%
DOL vs VT
+57.5%
+23.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | +0.6% | -3.1% | +3.7% | +3.2% |
| 3M | -2.8% | -3.5% | +0.7% | 0.0% |
| 6M | +1.6% | +0.5% | +1.1% | +1.2% |
| YTD | +14.6% | +10.8% | +3.8% | +5.7% |
| 1Y | +19.6% | +11.9% | +7.7% | +9.4% |
| 3Y | +79.1% | +73.0% | +6.2% | +15.0% |
| 5Y | +80.9% | +58.6% | +22.3% | +22.5% |
| All | +80.9% | +57.5% | +23.4% | +22.5% |
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