+577.2%
DLN price history and return analytics
+357.8%
+219.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +2.2% | +2.9% | -0.7% | -0.2% |
| 30D | +1.3% | -2.5% | +3.8% | +3.3% |
| 3M | -0.1% | -3.3% | +3.2% | +2.6% |
| 6M | +7.3% | +1.5% | +5.7% | +5.5% |
| YTD | +15.9% | +11.4% | +4.5% | +5.4% |
| 1Y | +16.4% | +11.9% | +4.5% | +5.4% |
| 3Y | +73.1% | +73.9% | -0.8% | +8.1% |
| 5Y | +75.5% | +57.9% | +17.6% | +17.8% |
| 10Y | +234.5% | +222.6% | +11.8% | +25.4% |
| All | +577.2% | +357.8% | +219.4% | +97.0% |
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