-93.6%
DMRA price history and return analytics
+120.0%
-213.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | +9.4% | -0.1% | +9.5% | +9.6% |
| 30D | +14.6% | -3.1% | +17.6% | +19.8% |
| 3M | -18.2% | -3.5% | -14.7% | -13.9% |
| 6M | 0.0% | +0.5% | -0.5% | -0.7% |
| YTD | +5.0% | +10.8% | -5.8% | -9.9% |
| 1Y | +40.0% | +11.9% | +28.1% | +19.2% |
| 3Y | +66.6% | +73.0% | -6.4% | -17.1% |
| 5Y | -73.0% | +58.6% | -131.6% | -84.6% |
| All | -93.6% | +120.0% | -213.5% | -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