+37.4%
DTIL vs VT
+12.2%
+25.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -0.6% | -11.5% | -11.8% |
| 7D | -18.5% | +2.9% | -21.4% | -19.6% |
| 30D | +31.8% | -2.5% | +34.3% | +34.1% |
| 3M | +8.4% | -3.3% | +11.7% | +11.0% |
| 6M | -2.0% | +1.5% | -3.5% | -3.8% |
| YTD | +93.3% | +11.4% | +81.9% | +71.7% |
| All | +37.4% | +12.2% | +25.2% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling