+1,339.2%
DDM price history and return analytics
+356.5%
+982.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.8% |
| 7D | +4.2% | +2.4% | +1.9% | +0.4% |
| 30D | +2.1% | -1.5% | +3.7% | +4.9% |
| 3M | -6.6% | -4.1% | -2.5% | +0.3% |
| 6M | +8.5% | +0.6% | +7.9% | +7.7% |
| YTD | +13.8% | +11.0% | +2.7% | -3.6% |
| 1Y | +16.3% | +13.3% | +2.9% | -4.6% |
| 3Y | +100.4% | +73.4% | +27.0% | -15.6% |
| 5Y | +69.3% | +57.4% | +11.9% | -13.6% |
| 10Y | +447.6% | +221.7% | +225.9% | +10.3% |
| All | +1,339.2% | +356.5% | +982.7% | +119.0% |
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