+103.9%
DJCO price history and return analytics
+65.7%
+38.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.3% |
| 7D | +5.4% | -1.1% | +6.5% | +6.5% |
| 30D | +18.8% | -1.0% | +19.8% | +19.9% |
| 3M | +18.1% | +3.2% | +15.0% | +14.3% |
| 6M | +22.9% | +12.5% | +10.4% | +8.8% |
| YTD | +35.8% | +14.1% | +21.8% | +18.9% |
| 1Y | +47.5% | +18.9% | +28.6% | +23.9% |
| 3Y | +125.5% | +74.1% | +51.4% | +37.4% |
| All | +103.9% | +65.7% | +38.2% | +25.3% |
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 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