+56.3%
DAUG price history and return analytics
+126.9%
-70.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | -1.9% | -3.1% | +1.2% | -0.6% |
| 3M | -0.6% | -3.5% | +2.9% | +0.9% |
| 6M | +2.1% | +0.5% | +1.7% | +1.8% |
| YTD | +6.3% | +10.8% | -4.5% | +1.3% |
| 1Y | +7.3% | +11.9% | -4.6% | +1.7% |
| 3Y | +40.0% | +73.0% | -33.0% | +9.2% |
| 5Y | +34.5% | +58.6% | -24.1% | +8.1% |
| All | +56.3% | +126.9% | -70.5% | +4.1% |
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