+20.9%
DLY price history and return analytics
+132.0%
-111.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.2% |
| 30D | -2.1% | -1.4% | -0.7% | -1.6% |
| 3M | +1.9% | +4.7% | -2.8% | +0.1% |
| 6M | +1.6% | +11.4% | -9.7% | -2.5% |
| YTD | +1.2% | +13.1% | -11.9% | -3.5% |
| 1Y | -2.7% | +19.0% | -21.7% | -9.1% |
| 3Y | +25.5% | +73.9% | -48.5% | +1.3% |
| 5Y | +10.5% | +65.4% | -54.9% | -10.1% |
| All | +20.9% | +132.0% | -111.1% | -11.3% |
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