+204.5%
DLX price history and return analytics
+360.7%
-156.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.6% |
| 7D | +13.3% | -0.7% | +14.0% | +13.0% |
| 30D | +15.8% | -1.7% | +17.6% | +16.9% |
| 3M | +12.7% | -2.3% | +15.0% | +14.5% |
| 6M | +5.5% | +1.5% | +4.0% | +0.9% |
| YTD | +23.2% | +12.0% | +11.2% | +3.3% |
| 1Y | +35.4% | +12.9% | +22.5% | +12.4% |
| 3Y | +76.0% | +74.9% | +1.0% | -15.1% |
| 5Y | -6.8% | +59.9% | -66.8% | -49.5% |
| 10Y | -39.5% | +224.6% | -264.1% | -86.5% |
| All | +204.5% | +360.7% | -156.1% | -54.7% |
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