+128.8%
DC price history and return analytics
+74.0%
+54.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | -10.4% | +2.4% | -12.8% | -13.2% |
| 30D | +1.7% | -1.5% | +3.2% | +4.3% |
| 3M | -13.6% | -4.1% | -9.5% | -7.6% |
| 6M | -17.0% | +0.6% | -17.5% | -15.7% |
| YTD | -6.2% | +11.0% | -17.2% | -14.1% |
| 1Y | +26.6% | +13.3% | +13.3% | +13.7% |
| 3Y | +128.8% | +73.4% | +55.4% | +16.0% |
| All | +128.8% | +74.0% | +54.7% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling