+66.6%
VT vs DAR
-11.0%
+77.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.1% |
| 7D | +0.4% | +1.4% | -0.9% | +0.2% |
| 30D | +1.0% | +12.8% | -11.8% | -1.4% |
| 3M | +2.4% | +7.4% | -5.0% | +0.7% |
| 6M | +12.0% | +22.3% | -10.3% | +7.2% |
| YTD | +15.3% | +81.1% | -65.7% | +2.3% |
| 1Y | +22.6% | +106.5% | -83.9% | +5.4% |
| 3Y | +74.7% | +5.3% | +69.4% | +69.4% |
| All | +66.6% | -11.0% | +77.6% | +63.1% |
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 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