+38.9%
DAPR price history and return analytics
+70.2%
-31.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.4% | +2.4% | -0.9% | +0.4% |
| 30D | -0.6% | -1.5% | +0.9% | +0.1% |
| 3M | +0.1% | -4.1% | +4.2% | +1.9% |
| 6M | +2.6% | +0.6% | +2.1% | +2.2% |
| YTD | +6.0% | +11.0% | -5.0% | +0.8% |
| 1Y | +7.5% | +13.3% | -5.9% | +1.1% |
| 3Y | +34.5% | +73.4% | -38.9% | +3.8% |
| 5Y | +32.7% | +57.4% | -24.8% | +5.2% |
| All | +38.9% | +70.2% | -31.2% | +6.6% |
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