-36.4%
DAC price history and return analytics
+346.0%
-382.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.8% |
| 7D | -5.7% | -2.3% | -3.4% | -3.3% |
| 30D | -9.4% | -5.0% | -4.5% | -4.4% |
| 3M | +4.1% | -4.9% | +9.0% | +9.6% |
| 6M | +15.5% | -1.5% | +17.1% | +16.6% |
| YTD | +61.7% | +8.5% | +53.3% | +46.3% |
| 1Y | +64.8% | +11.4% | +53.4% | +44.6% |
| 3Y | +149.1% | +70.1% | +79.1% | +33.5% |
| 5Y | +150.8% | +53.7% | +97.1% | +49.6% |
| 10Y | +395.6% | +220.0% | +175.6% | +42.1% |
| All | -36.4% | +346.0% | -382.5% | -88.9% |
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