+33.6%
DIVN price history and return analytics
+21.7%
+11.9%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -0.5% |
| 7D | -1.0% | -4.2% | +3.2% | +0.4% |
| 30D | +7.4% | -5.8% | +13.2% | +9.6% |
| 3M | +7.2% | -5.2% | +12.5% | +9.1% |
| 6M | +13.4% | +0.1% | +13.3% | +12.6% |
| YTD | +23.8% | +8.2% | +15.5% | +18.3% |
| 1Y | +29.1% | +10.1% | +19.0% | +22.1% |
| All | +33.6% | +21.7% | +11.9% | +18.3% |
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