+181.2%
DLR price history and return analytics
+221.8%
-40.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | +3.3% | +2.4% | +1.0% | +1.4% |
| 30D | +4.6% | -1.5% | +6.1% | +6.0% |
| 3M | -8.3% | -4.1% | -4.2% | -4.8% |
| 6M | -5.6% | +0.6% | -6.2% | -6.0% |
| YTD | +18.7% | +11.0% | +7.7% | +8.9% |
| 1Y | +17.1% | +13.3% | +3.8% | +5.6% |
| 3Y | +54.4% | +73.4% | -19.0% | -1.2% |
| 5Y | +36.5% | +57.4% | -21.0% | -6.6% |
| All | +181.2% | +221.8% | -40.6% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling