+52.3%
SDVD vs VT
+74.3%
-21.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -2.8% | +1.0% | -3.8% | -3.7% |
| 3M | +5.1% | +2.4% | +2.8% | +2.6% |
| 6M | +4.9% | +12.0% | -7.1% | -6.6% |
| YTD | +14.4% | +15.3% | -1.0% | -1.3% |
| 1Y | +15.2% | +22.6% | -7.3% | -6.8% |
| 3Y | +51.3% | +74.7% | -23.4% | -17.4% |
| All | +52.3% | +74.3% | -21.9% | -17.1% |
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