+2,010.2%
VRT vs DIA
+142.2%
+1,868.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +18.6% | +1.6% | +17.0% | +16.6% |
| 30D | -11.7% | +1.2% | -12.9% | -13.0% |
| 3M | -27.3% | -2.4% | -24.9% | -25.0% |
| 6M | -42.9% | +5.7% | -48.5% | -46.3% |
| YTD | +29.5% | +9.9% | +19.6% | +17.0% |
| 1Y | +21.0% | +9.8% | +11.2% | +9.8% |
| 3Y | +403.1% | +59.8% | +343.3% | +208.3% |
| 5Y | +688.8% | +57.7% | +631.1% | +404.6% |
| All | +2,010.2% | +142.2% | +1,868.0% | +868.1% |
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