+226.3%
VTV vs DAR
+375.1%
-148.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -2.1% | +0.9% | -3.0% | -2.3% |
| 30D | -1.3% | +6.4% | -7.8% | -2.9% |
| 3M | +5.6% | +13.2% | -7.6% | +2.1% |
| 6M | +12.4% | +26.2% | -13.8% | +5.5% |
| YTD | +17.6% | +84.4% | -66.7% | +0.7% |
| 1Y | +23.5% | +112.0% | -88.5% | +1.5% |
| 3Y | +67.0% | +13.4% | +53.7% | +55.2% |
| 5Y | +80.5% | -6.0% | +86.5% | +69.7% |
| All | +226.3% | +375.1% | -148.7% | +75.6% |
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