+110.7%
DARP price history and return analytics
+62.9%
+47.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +3.6% | +2.4% | +1.3% | +0.4% |
| 30D | -10.6% | -1.5% | -9.1% | -8.5% |
| 3M | -14.2% | -4.1% | -10.0% | -8.8% |
| 6M | -14.4% | +0.6% | -14.9% | -14.3% |
| YTD | +12.4% | +11.0% | +1.4% | -1.4% |
| 1Y | +18.6% | +13.3% | +5.3% | +1.3% |
| 3Y | +110.5% | +73.4% | +37.1% | +6.7% |
| All | +110.7% | +62.9% | +47.8% | +17.3% |
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