+73.7%
VTI vs DAR
-8.0%
+81.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -0.4% | -0.2% | -0.2% | -0.3% |
| 30D | -1.6% | +7.4% | -9.0% | -3.1% |
| 3M | +3.6% | +15.7% | -12.1% | +0.3% |
| 6M | +13.0% | +30.0% | -17.0% | +6.6% |
| YTD | +12.7% | +87.5% | -74.8% | -1.5% |
| 1Y | +18.4% | +113.4% | -95.0% | +0.2% |
| 3Y | +76.4% | +15.3% | +61.1% | +67.1% |
| 5Y | +73.7% | -4.3% | +78.0% | +65.8% |
| All | +73.7% | -8.0% | +81.7% | +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