+57.5%
DAN price history and return analytics
+23.3%
+34.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +5.6% | +0.4% | +5.1% | +5.0% |
| 30D | +14.9% | +1.0% | +13.9% | +13.5% |
| 3M | -12.3% | +2.4% | -14.7% | -14.1% |
| 6M | -5.6% | +12.0% | -17.6% | -19.0% |
| YTD | +36.4% | +15.3% | +21.0% | +11.8% |
| 1Y | +57.5% | +22.6% | +34.9% | +17.0% |
| All | +57.5% | +23.3% | +34.2% | +17.0% |
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