+196.0%
DIM price history and return analytics
+374.2%
-178.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.6% |
| 30D | +1.7% | +1.0% | +0.8% | +0.8% |
| 3M | +6.3% | +2.4% | +3.9% | +3.8% |
| 6M | +7.5% | +12.0% | -4.5% | -3.4% |
| YTD | +14.5% | +15.3% | -0.9% | 0.0% |
| 1Y | +21.5% | +22.6% | -1.0% | +0.3% |
| 3Y | +72.0% | +74.7% | -2.7% | +1.2% |
| 5Y | +54.9% | +66.1% | -11.2% | -5.1% |
| 10Y | +124.9% | +225.0% | -100.1% | -28.3% |
| All | +196.0% | +374.2% | -178.2% | -33.8% |
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