-94.9%
DVLT vs VT
+10.5%
-105.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | +0.2% | +16.4% | +16.2% |
| 7D | 0.0% | -2.3% | +2.3% | +5.7% |
| 30D | -53.3% | -5.0% | -48.4% | -48.0% |
| 3M | -78.1% | -4.9% | -73.2% | -75.9% |
| 6M | -86.5% | -1.5% | -85.0% | -86.1% |
| YTD | -89.2% | +8.5% | -97.7% | -91.2% |
| 1Y | -94.9% | +11.4% | -106.2% | -95.9% |
| All | -94.9% | +10.5% | -105.3% | -95.9% |
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