+26.6%
DIT price history and return analytics
+217.6%
-191.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +4.1% | -0.1% | +4.2% | +4.1% |
| 30D | -4.2% | -3.1% | -1.1% | -3.3% |
| 3M | -9.3% | -3.5% | -5.8% | -8.5% |
| 6M | -29.9% | +0.5% | -30.4% | -30.0% |
| YTD | -15.1% | +10.8% | -25.9% | -17.6% |
| 1Y | -19.4% | +11.9% | -31.3% | -22.0% |
| 3Y | -47.1% | +73.0% | -120.1% | -54.9% |
| 5Y | -38.7% | +58.6% | -97.3% | -46.8% |
| 10Y | +26.6% | +219.2% | -192.6% | -9.2% |
| All | +26.6% | +217.6% | -191.1% | -9.2% |
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