-49.1%
DDD price history and return analytics
+357.8%
-406.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.2% | -7.8% |
| 7D | -1.2% | +2.9% | -4.1% | -5.7% |
| 30D | -48.3% | -2.5% | -45.8% | -43.8% |
| 3M | -54.5% | -3.3% | -51.2% | -49.7% |
| 6M | -46.9% | +1.5% | -48.5% | -45.3% |
| YTD | -6.8% | +11.4% | -18.1% | -17.0% |
| 1Y | -29.2% | +11.9% | -41.1% | -37.2% |
| 3Y | -60.6% | +73.9% | -134.5% | -82.3% |
| 5Y | -93.6% | +57.9% | -151.5% | -96.3% |
| 10Y | -88.8% | +222.6% | -311.4% | -97.9% |
| All | -49.1% | +357.8% | -406.9% | -94.3% |
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