+86.9%
DVYE vs VT
+72.7%
+14.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.3% |
| 7D | -0.2% | -2.0% | +1.7% | +1.3% |
| 30D | +5.6% | -1.4% | +7.1% | +6.8% |
| 3M | +9.7% | +4.7% | +5.0% | +5.7% |
| 6M | +7.8% | +11.4% | -3.6% | -1.0% |
| YTD | +18.0% | +13.1% | +4.9% | +7.1% |
| 1Y | +26.2% | +19.0% | +7.2% | +10.1% |
| All | +86.9% | +72.7% | +14.2% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling