-39.4%
DAIO price history and return analytics
+224.4%
-263.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.3% |
| 7D | +2.1% | -0.7% | +2.8% | +2.5% |
| 30D | -13.3% | -1.7% | -11.5% | -12.2% |
| 3M | -15.1% | -2.3% | -12.8% | -13.7% |
| 6M | -14.8% | +1.5% | -16.3% | -15.3% |
| YTD | -21.8% | +12.0% | -33.8% | -26.9% |
| 1Y | -12.4% | +12.9% | -25.2% | -18.4% |
| 3Y | -18.4% | +74.9% | -93.4% | -41.5% |
| 5Y | -53.6% | +59.9% | -113.6% | -65.4% |
| 10Y | -39.4% | +224.6% | -264.0% | -68.2% |
| All | -39.4% | +224.4% | -263.7% | -68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling