+10.1%
VT vs DAR
+55.8%
-45.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.9% |
| 7D | -4.2% | -8.1% | +3.9% | -3.9% |
| 30D | -5.8% | -17.1% | +11.3% | -5.2% |
| 3M | -5.2% | -12.3% | +7.0% | -5.2% |
| 6M | +0.1% | -21.8% | +21.9% | +1.0% |
| YTD | +8.2% | +40.8% | -32.6% | +0.6% |
| 1Y | +10.1% | +57.4% | -47.2% | +0.1% |
| All | +10.1% | +55.8% | -45.7% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling