+85.8%
DIV price history and return analytics
+287.5%
-201.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.3% |
| 7D | -1.8% | -4.2% | +2.4% | +1.2% |
| 30D | +0.6% | -5.8% | +6.4% | +4.9% |
| 3M | -1.7% | -5.2% | +3.6% | +2.0% |
| 6M | +1.5% | +0.1% | +1.3% | +0.6% |
| YTD | +15.7% | +8.2% | +7.5% | +7.9% |
| 1Y | +18.5% | +10.1% | +8.4% | +9.0% |
| 3Y | +43.3% | +69.7% | -26.4% | -6.5% |
| 5Y | +29.2% | +53.4% | -24.2% | -9.7% |
| 10Y | +59.4% | +219.2% | -159.8% | -36.4% |
| All | +85.8% | +287.5% | -201.8% | -35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling