-12.4%
DAIO price history and return analytics
+13.3%
-25.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.0% |
| 7D | +2.1% | -0.7% | +2.8% | +2.6% |
| 30D | -13.3% | -1.7% | -11.5% | -11.9% |
| 3M | -15.1% | -2.3% | -12.8% | -13.2% |
| 6M | -14.8% | +1.5% | -16.3% | -15.2% |
| YTD | -21.8% | +12.0% | -33.8% | -28.2% |
| 1Y | -12.4% | +12.9% | -25.2% | -20.5% |
| All | -12.4% | +13.3% | -25.6% | -20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling