-29.4%
DMC price history and return analytics
+222.7%
-252.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.1% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +9.7% | -0.7% | +10.3% | +10.0% |
| 3M | +16.2% | +4.0% | +12.2% | +13.3% |
| 6M | -20.1% | +12.3% | -32.4% | -25.6% |
| YTD | -5.3% | +14.0% | -19.3% | -12.8% |
| 1Y | -3.3% | +20.3% | -23.6% | -13.8% |
| 3Y | +45.0% | +75.4% | -30.4% | +0.6% |
| 5Y | +26.0% | +66.0% | -40.0% | -10.2% |
| 10Y | -29.4% | +228.2% | -257.6% | -71.5% |
| All | -29.4% | +222.7% | -252.1% | -71.5% |
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 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