+2,545.5%
VRT vs DIA
+142.3%
+2,403.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.7% | -8.9% | -8.7% |
| 7D | +2.4% | -1.2% | +3.6% | +4.0% |
| 30D | -2.7% | -2.7% | 0.0% | +0.6% |
| 3M | -9.2% | +3.3% | -12.5% | -12.3% |
| 6M | -0.5% | +10.4% | -10.9% | -11.0% |
| YTD | +62.3% | +10.0% | +52.3% | +46.3% |
| 1Y | +109.6% | +16.2% | +93.4% | +77.4% |
| 3Y | +573.1% | +58.7% | +514.3% | +316.0% |
| 5Y | +953.6% | +63.6% | +890.1% | +554.1% |
| All | +2,545.5% | +142.3% | +2,403.2% | +1,111.2% |
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