+289.6%
VTI vs DAR
+311.7%
-22.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | +2.5% | +11.6% | -9.0% | -0.2% |
| 30D | -1.5% | -10.2% | +8.7% | +0.9% |
| 3M | -3.2% | -14.8% | +11.6% | +0.1% |
| 6M | +2.3% | -10.1% | +12.4% | +4.0% |
| YTD | +11.6% | +55.5% | -43.9% | -1.7% |
| 1Y | +13.8% | +61.7% | -47.9% | -1.0% |
| 3Y | +77.4% | +37.2% | +40.3% | +53.7% |
| 5Y | +64.6% | -26.9% | +91.5% | +65.6% |
| All | +289.6% | +311.7% | -22.1% | +117.1% |
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 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