-99.9%
DAIC price history and return analytics
+28.5%
-128.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.3% | -0.7% |
| 7D | +1.0% | +0.4% | +0.6% | 0.0% |
| 30D | -55.6% | -2.6% | -53.1% | -52.7% |
| 3M | +37.3% | -3.2% | +40.5% | +46.7% |
| 6M | -78.1% | +0.9% | -79.1% | -77.8% |
| YTD | -90.6% | +11.3% | -101.9% | -91.6% |
| 1Y | -98.3% | +14.0% | -112.3% | -98.5% |
| All | -99.9% | +28.5% | -128.4% | -99.9% |
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 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