+169.9%
DMLP price history and return analytics
+57.0%
+112.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +4.4% | +2.4% | +2.1% | +3.4% |
| 30D | -1.2% | -1.5% | +0.3% | -0.7% |
| 3M | +7.4% | -4.1% | +11.5% | +9.3% |
| 6M | +14.7% | +0.6% | +14.2% | +13.9% |
| YTD | +45.6% | +11.0% | +34.6% | +37.0% |
| 1Y | +36.8% | +13.3% | +23.4% | +27.1% |
| 3Y | +42.8% | +73.4% | -30.6% | +2.9% |
| All | +169.9% | +57.0% | +112.9% | +98.1% |
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