-28.6%
DDI price history and return analytics
+65.7%
-94.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.8% |
| 7D | -1.1% | -1.1% | 0.0% | -0.6% |
| 30D | +3.5% | -1.0% | +4.5% | +4.0% |
| 3M | +10.9% | +3.2% | +7.8% | +9.2% |
| 6M | +41.4% | +12.5% | +28.9% | +32.8% |
| YTD | +46.9% | +14.1% | +32.9% | +37.1% |
| 1Y | +36.2% | +18.9% | +17.3% | +24.6% |
| 3Y | +35.1% | +74.1% | -39.0% | +1.3% |
| 5Y | -21.2% | +66.9% | -88.1% | -38.0% |
| All | -28.6% | +65.7% | -94.3% | -43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling