+140.8%
DARP price history and return analytics
+68.4%
+72.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | +2.9% | +1.0% | +1.9% | +1.5% |
| 30D | -0.1% | -0.2% | +0.1% | +0.2% |
| 3M | +1.7% | +4.5% | -2.8% | -3.9% |
| 6M | +21.2% | +14.1% | +7.2% | +1.9% |
| YTD | +28.5% | +14.8% | +13.7% | +7.3% |
| 1Y | +53.4% | +21.2% | +32.2% | +19.6% |
| 3Y | +133.5% | +76.6% | +56.9% | +14.9% |
| All | +140.8% | +68.4% | +72.4% | +27.7% |
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 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