-22.2%
DAIO price history and return analytics
+221.4%
-243.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -1.1% | +1.0% | -2.1% | -1.7% |
| 30D | -6.0% | -0.2% | -5.8% | -5.8% |
| 3M | -22.2% | +4.5% | -26.8% | -24.2% |
| 6M | +2.2% | +14.1% | -11.9% | -5.6% |
| YTD | -11.7% | +14.8% | -26.4% | -18.7% |
| 1Y | -12.5% | +21.2% | -33.7% | -21.9% |
| 3Y | -25.3% | +76.6% | -101.9% | -46.7% |
| 5Y | -60.3% | +66.6% | -126.9% | -70.9% |
| 10Y | -22.2% | +222.3% | -244.5% | -56.6% |
| All | -22.2% | +221.4% | -243.7% | -56.6% |
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 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