+53.4%
VT vs DAR
-41.1%
+94.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -2.3% | -9.9% | +7.6% | -0.6% |
| 30D | -5.0% | -16.4% | +11.4% | -2.1% |
| 3M | -4.9% | -17.1% | +12.2% | -2.2% |
| 6M | -1.5% | -20.5% | +18.9% | +1.8% |
| YTD | +8.5% | +39.4% | -30.9% | +0.5% |
| 1Y | +11.4% | +57.2% | -45.9% | +0.6% |
| 3Y | +70.1% | +13.9% | +56.2% | +58.5% |
| All | +53.4% | -41.1% | +94.5% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling