+476.5%
V vs DIA
+234.7%
+241.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.8% |
| 7D | -0.4% | +1.6% | -1.9% | -2.0% |
| 30D | +6.3% | +1.2% | +5.1% | +4.9% |
| 3M | +17.2% | -2.4% | +19.6% | +20.1% |
| 6M | +29.2% | +5.7% | +23.6% | +21.5% |
| YTD | +20.8% | +9.9% | +10.9% | +8.5% |
| 1Y | +25.0% | +9.8% | +15.2% | +12.5% |
| 3Y | +75.3% | +59.8% | +15.5% | +4.9% |
| 5Y | +105.8% | +57.7% | +48.2% | +25.5% |
| All | +476.5% | +234.7% | +241.9% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling