+12.1%
DMC price history and return analytics
+57.4%
-45.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.0% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | -5.3% | -2.6% | -2.7% | -4.5% |
| 3M | -8.3% | -3.2% | -5.1% | -7.4% |
| 6M | -22.7% | +0.9% | -23.7% | -23.2% |
| YTD | -19.6% | +11.3% | -30.9% | -23.0% |
| 1Y | -22.6% | +14.0% | -36.6% | -26.6% |
| 3Y | +31.1% | +75.8% | -44.7% | +1.4% |
| 5Y | +12.1% | +57.8% | -45.8% | -8.8% |
| All | +12.1% | +57.4% | -45.3% | -8.8% |
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