+834.7%
DLR price history and return analytics
+357.6%
+477.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.1% |
| 7D | +2.4% | +0.4% | +2.0% | +2.1% |
| 30D | +0.7% | -2.6% | +3.3% | +3.3% |
| 3M | -6.4% | -3.2% | -3.2% | -3.4% |
| 6M | -6.5% | +0.9% | -7.5% | -7.3% |
| YTD | +18.8% | +11.3% | +7.5% | +8.0% |
| 1Y | +9.0% | +14.0% | -5.0% | -3.0% |
| 3Y | +54.5% | +75.8% | -21.3% | -6.2% |
| 5Y | +35.8% | +57.8% | -22.0% | -9.2% |
| 10Y | +177.5% | +219.8% | -42.3% | -5.2% |
| All | +834.7% | +357.6% | +477.1% | +131.1% |
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