+115.9%
DIEM price history and return analytics
+220.7%
-104.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | -2.0% |
| 7D | -6.6% | -4.2% | -2.4% | -3.1% |
| 30D | -13.5% | -5.8% | -7.7% | -8.8% |
| 3M | -9.6% | -5.2% | -4.3% | -5.1% |
| 6M | -5.3% | +0.1% | -5.4% | -4.7% |
| YTD | +14.6% | +8.2% | +6.4% | +8.5% |
| 1Y | +16.6% | +10.1% | +6.4% | +8.7% |
| 3Y | +81.0% | +69.7% | +11.4% | +18.6% |
| 5Y | +55.8% | +53.4% | +2.5% | +10.2% |
| 10Y | +109.6% | +219.2% | -109.6% | -12.6% |
| All | +115.9% | +220.7% | -104.8% | -8.9% |
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