-35.9%
DDD price history and return analytics
+76.6%
-112.5%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.1% |
| 7D | +2.7% | +1.0% | +1.7% | +0.2% |
| 30D | -8.4% | -0.2% | -8.2% | -7.8% |
| 3M | +12.7% | +4.5% | +8.1% | +2.0% |
| 6M | +72.4% | +14.1% | +58.4% | +27.8% |
| YTD | +91.0% | +14.8% | +76.2% | +40.5% |
| 1Y | +55.8% | +21.2% | +34.6% | +3.0% |
| 3Y | -35.9% | +76.6% | -112.4% | -86.0% |
| All | -35.9% | +76.6% | -112.5% | -86.0% |
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