-99.7%
DAIC price history and return analytics
+32.5%
-132.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.8% |
| 7D | -16.6% | +1.0% | -17.6% | -17.7% |
| 30D | +283.4% | -0.2% | +283.7% | +281.9% |
| 3M | +31.0% | +4.5% | +26.4% | +21.0% |
| 6M | -52.6% | +14.1% | -66.7% | -59.7% |
| YTD | -73.6% | +14.8% | -88.4% | -78.2% |
| 1Y | -97.0% | +21.2% | -118.2% | -97.6% |
| All | -99.7% | +32.5% | -132.2% | -99.7% |
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