+90.3%
DJP price history and return analytics
+63.7%
+26.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.6% |
| 7D | +2.7% | -2.0% | +4.7% | +3.2% |
| 30D | +10.1% | -1.4% | +11.5% | +10.5% |
| 3M | +14.5% | +4.7% | +9.7% | +12.9% |
| 6M | +15.8% | +11.4% | +4.4% | +12.0% |
| YTD | +41.9% | +13.1% | +28.9% | +36.5% |
| 1Y | +53.6% | +19.0% | +34.6% | +45.2% |
| 3Y | +64.1% | +73.9% | -9.9% | +35.9% |
| 5Y | +90.3% | +65.4% | +24.9% | +59.9% |
| All | +90.3% | +63.7% | +26.6% | +59.9% |
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