-19.7%
DIOD price history and return analytics
+57.0%
-76.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.5% | -4.2% |
| 7D | +12.8% | +2.4% | +10.4% | +8.2% |
| 30D | +0.6% | -1.5% | +2.1% | +5.1% |
| 3M | -10.2% | -4.1% | -6.1% | -0.8% |
| 6M | -14.4% | +0.6% | -15.0% | -11.8% |
| YTD | +76.8% | +11.0% | +65.8% | +53.1% |
| 1Y | +93.9% | +13.3% | +80.5% | +61.7% |
| 3Y | +37.5% | +73.4% | -35.9% | -43.6% |
| All | -19.7% | +57.0% | -76.7% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling