+1,345.7%
DDM price history and return analytics
+360.7%
+985.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | -0.9% |
| 7D | -3.5% | -0.7% | -2.8% | -2.3% |
| 30D | +1.7% | -1.7% | +3.4% | +4.9% |
| 3M | -6.1% | -2.3% | -3.8% | -2.2% |
| 6M | +8.8% | +1.5% | +7.3% | +6.4% |
| YTD | +14.3% | +12.0% | +2.2% | -4.6% |
| 1Y | +14.4% | +12.9% | +1.6% | -5.4% |
| 3Y | +101.9% | +74.9% | +26.9% | -16.3% |
| 5Y | +71.8% | +59.9% | +11.9% | -14.5% |
| 10Y | +450.1% | +224.6% | +225.5% | +9.2% |
| All | +1,345.7% | +360.7% | +985.1% | +116.8% |
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