-94.2%
DMRA price history and return analytics
+120.5%
-214.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.6% |
| 7D | -8.9% | +2.4% | -11.2% | -11.9% |
| 30D | +17.2% | -1.5% | +18.7% | +19.8% |
| 3M | -29.7% | -4.1% | -25.6% | -25.3% |
| 6M | -10.6% | +0.6% | -11.2% | -11.4% |
| YTD | -6.1% | +11.0% | -17.2% | -19.7% |
| 1Y | -22.4% | +13.3% | -35.8% | -35.0% |
| 3Y | +50.3% | +73.4% | -23.1% | -25.5% |
| 5Y | -75.7% | +57.4% | -133.1% | -86.0% |
| All | -94.2% | +120.5% | -214.7% | -96.9% |
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