+274.4%
DJD price history and return analytics
+240.8%
+33.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +1.5% | +2.4% | -0.9% | -0.4% |
| 30D | +5.6% | -1.5% | +7.1% | +6.8% |
| 3M | +4.5% | -4.1% | +8.6% | +7.7% |
| 6M | +14.5% | +0.6% | +14.0% | +13.4% |
| YTD | +22.0% | +11.0% | +10.9% | +11.3% |
| 1Y | +23.2% | +13.3% | +9.9% | +10.5% |
| 3Y | +79.6% | +73.4% | +6.2% | +12.8% |
| 5Y | +79.2% | +57.4% | +21.8% | +21.0% |
| 10Y | +229.5% | +221.7% | +7.8% | +27.9% |
| All | +274.4% | +240.8% | +33.6% | +42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling