-47.8%
DIPS price history and return analytics
+41.8%
-89.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +7.1% |
| 7D | +9.0% | +0.4% | +8.7% | +9.7% |
| 30D | +18.0% | -2.6% | +20.6% | +13.7% |
| 3M | +14.8% | -3.2% | +18.1% | +10.0% |
| 6M | +9.3% | +0.9% | +8.4% | +12.4% |
| YTD | -0.9% | +11.3% | -12.2% | +18.9% |
| 1Y | +4.0% | +14.0% | -10.0% | +29.9% |
| All | -47.8% | +41.8% | -89.6% | +3.4% |
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