+144.4%
DDLS price history and return analytics
+221.4%
-77.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.5% | -2.3% | +0.8% | +0.3% |
| 30D | -2.5% | -5.0% | +2.5% | +1.4% |
| 3M | -4.2% | -4.9% | +0.6% | -0.5% |
| 6M | -2.4% | -1.5% | -0.9% | -1.4% |
| YTD | +3.9% | +8.5% | -4.6% | -2.6% |
| 1Y | +9.9% | +11.4% | -1.5% | +0.9% |
| 3Y | +60.2% | +70.1% | -9.9% | +5.9% |
| 5Y | +51.0% | +53.7% | -2.7% | +7.3% |
| 10Y | +142.9% | +220.0% | -77.0% | +10.0% |
| All | +144.4% | +221.4% | -77.0% | +9.3% |
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