+46.8%
VDC vs VT
+53.2%
-6.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +1.0% |
| 7D | +4.0% | -4.2% | +8.1% | +5.7% |
| 30D | +12.0% | -5.8% | +17.8% | +14.5% |
| 3M | +8.0% | -5.2% | +13.2% | +10.2% |
| 6M | +8.8% | +0.1% | +8.6% | +8.0% |
| YTD | +19.5% | +8.2% | +11.3% | +14.4% |
| 1Y | +22.1% | +10.1% | +11.9% | +15.8% |
| 3Y | +46.4% | +69.7% | -23.3% | +10.2% |
| 5Y | +46.8% | +53.4% | -6.6% | +14.0% |
| All | +46.8% | +53.2% | -6.4% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling