+213.0%
VT vs DAR
+272.5%
-59.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.4% |
| 7D | -4.2% | -8.1% | +3.9% | -2.3% |
| 30D | -5.8% | -17.1% | +11.3% | -1.8% |
| 3M | -5.2% | -12.3% | +7.0% | -2.9% |
| 6M | +0.1% | -21.8% | +21.9% | +5.1% |
| YTD | +8.2% | +40.8% | -32.6% | -1.8% |
| 1Y | +10.1% | +57.4% | -47.2% | -3.0% |
| 3Y | +69.7% | +12.1% | +57.5% | +56.0% |
| 5Y | +53.4% | -40.2% | +93.6% | +62.5% |
| All | +213.0% | +272.5% | -59.6% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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