+51.9%
DMRA price history and return analytics
+69.7%
-17.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.0% |
| 7D | +10.3% | -2.3% | +12.6% | +14.7% |
| 30D | +17.1% | -5.0% | +22.0% | +27.5% |
| 3M | -20.7% | -4.9% | -15.8% | -13.7% |
| 6M | -4.0% | -1.5% | -2.5% | -1.8% |
| YTD | +3.0% | +8.5% | -5.5% | -12.5% |
| 1Y | +307.2% | +11.4% | +295.8% | +238.5% |
| 3Y | +51.9% | +70.1% | -18.1% | -33.5% |
| All | +51.9% | +69.7% | -17.8% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling