-50.2%
DIT price history and return analytics
+69.7%
-119.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | -0.1% | -2.3% | +2.2% | +0.5% |
| 30D | -4.2% | -5.0% | +0.8% | -2.8% |
| 3M | -9.2% | -4.9% | -4.3% | -7.9% |
| 6M | -29.9% | -1.5% | -28.4% | -29.6% |
| YTD | -15.1% | +8.5% | -23.6% | -16.7% |
| 1Y | -22.6% | +11.4% | -33.9% | -24.4% |
| 3Y | -50.2% | +70.1% | -120.2% | -52.3% |
| All | -50.2% | +69.7% | -119.9% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling