-56.3%
DDD price history and return analytics
+74.4%
-130.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -3.4% |
| 7D | -33.0% | -0.1% | -32.8% | -29.2% |
| 30D | -45.9% | -3.1% | -42.8% | -38.3% |
| 3M | -50.3% | -3.5% | -46.8% | -42.6% |
| 6M | -25.9% | +0.5% | -26.4% | -21.4% |
| YTD | +3.4% | +10.8% | -7.4% | -11.6% |
| 1Y | -19.4% | +11.9% | -31.3% | -32.4% |
| 3Y | -56.3% | +73.0% | -129.3% | -90.8% |
| All | -56.3% | +74.4% | -130.8% | -90.8% |
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