-51.3%
DAIO price history and return analytics
+57.0%
-108.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.8% |
| 7D | +8.9% | +2.4% | +6.6% | +7.2% |
| 30D | -6.9% | -1.5% | -5.4% | -5.8% |
| 3M | -20.5% | -4.1% | -16.4% | -18.0% |
| 6M | -7.6% | +0.6% | -8.1% | -7.6% |
| YTD | -19.2% | +11.0% | -30.3% | -24.7% |
| 1Y | -5.9% | +13.3% | -19.2% | -13.4% |
| 3Y | -14.4% | +73.4% | -87.8% | -40.7% |
| All | -51.3% | +57.0% | -108.4% | -61.7% |
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