-43.5%
DDD price history and return analytics
+355.4%
-399.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -3.8% |
| 7D | -33.0% | -0.1% | -32.8% | -30.3% |
| 30D | -45.9% | -3.1% | -42.8% | -40.6% |
| 3M | -50.3% | -3.5% | -46.8% | -44.8% |
| 6M | -25.9% | +0.5% | -26.4% | -22.4% |
| YTD | +3.4% | +10.8% | -7.4% | -7.1% |
| 1Y | -19.4% | +11.9% | -31.3% | -28.5% |
| 3Y | -56.3% | +73.0% | -129.3% | -80.2% |
| 5Y | -93.5% | +58.6% | -152.1% | -96.3% |
| 10Y | -87.0% | +219.2% | -306.2% | -97.5% |
| All | -43.5% | +355.4% | -399.0% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling