+129.9%
DIEM price history and return analytics
+222.7%
-92.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +4.8% | +2.9% | +1.9% | +2.3% |
| 30D | -6.6% | -2.5% | -4.1% | -4.4% |
| 3M | -5.3% | -3.3% | -1.9% | -2.3% |
| 6M | -2.4% | +1.5% | -3.9% | -3.0% |
| YTD | +20.1% | +11.4% | +8.8% | +10.8% |
| 1Y | +21.0% | +11.9% | +9.1% | +11.1% |
| 3Y | +91.5% | +73.9% | +17.6% | +21.8% |
| 5Y | +61.3% | +57.9% | +3.4% | +10.6% |
| All | +129.9% | +222.7% | -92.8% | -14.6% |
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