+43.0%
DMAR price history and return analytics
+53.4%
-10.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -0.8% | -2.3% | +1.5% | 0.0% |
| 30D | -1.2% | -5.0% | +3.8% | +0.7% |
| 3M | +0.2% | -4.9% | +5.1% | +2.0% |
| 6M | +2.5% | -1.5% | +4.1% | +2.9% |
| YTD | +9.0% | +8.5% | +0.5% | +5.1% |
| 1Y | +11.0% | +11.4% | -0.4% | +5.9% |
| 3Y | +39.0% | +70.1% | -31.1% | +12.1% |
| All | +43.0% | +53.4% | -10.4% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling