+29.9%
DIV price history and return analytics
+57.4%
-27.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.3% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | +1.9% | -2.6% | +4.5% | +3.3% |
| 3M | -1.3% | -3.2% | +2.0% | +0.4% |
| 6M | +2.2% | +0.9% | +1.3% | +1.2% |
| YTD | +16.6% | +11.3% | +5.2% | +8.6% |
| 1Y | +18.2% | +14.0% | +4.2% | +8.4% |
| 3Y | +48.6% | +75.8% | -27.2% | +3.3% |
| 5Y | +29.9% | +57.8% | -27.9% | -7.5% |
| All | +29.9% | +57.4% | -27.5% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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