+219.8%
DDIV price history and return analytics
+241.6%
-21.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +2.4% | +2.9% | -0.5% | -0.2% |
| 30D | +1.9% | -2.5% | +4.4% | +4.1% |
| 3M | -3.4% | -3.3% | 0.0% | -0.5% |
| 6M | +1.9% | +1.5% | +0.4% | -0.1% |
| YTD | +10.9% | +11.4% | -0.4% | -0.2% |
| 1Y | +14.5% | +11.9% | +2.5% | +2.5% |
| 3Y | +76.8% | +73.9% | +3.0% | +5.6% |
| 5Y | +53.7% | +57.9% | -4.2% | 0.0% |
| 10Y | +170.8% | +222.6% | -51.9% | +0.2% |
| All | +219.8% | +241.6% | -21.8% | +13.0% |
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 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