-93.6%
DMRA price history and return analytics
+121.0%
-214.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -2.1% |
| 7D | +11.4% | +0.4% | +11.1% | +10.9% |
| 30D | +14.2% | -2.6% | +16.8% | +18.6% |
| 3M | -19.6% | -3.2% | -16.3% | -15.6% |
| 6M | -0.4% | +0.9% | -1.3% | -1.7% |
| YTD | +4.6% | +11.3% | -6.7% | -10.8% |
| 1Y | +386.3% | +14.0% | +372.3% | +308.7% |
| 3Y | +61.3% | +75.8% | -14.6% | -21.4% |
| 5Y | -72.5% | +57.8% | -130.3% | -84.3% |
| All | -93.6% | +121.0% | -214.6% | -96.5% |
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