+133.1%
DIEM price history and return analytics
+224.4%
-91.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.2% |
| 7D | +0.5% | -0.7% | +1.2% | +1.2% |
| 30D | -5.7% | -1.7% | -3.9% | -4.1% |
| 3M | -2.5% | -2.3% | -0.2% | -0.3% |
| 6M | -3.8% | +1.5% | -5.3% | -4.4% |
| YTD | +21.8% | +12.0% | +9.8% | +11.8% |
| 1Y | +22.8% | +12.9% | +9.9% | +11.9% |
| 3Y | +94.2% | +74.9% | +19.2% | +22.8% |
| 5Y | +63.3% | +59.9% | +3.4% | +10.7% |
| 10Y | +133.1% | +224.6% | -91.5% | -13.8% |
| All | +133.1% | +224.4% | -91.2% | -13.8% |
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 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