+129.5%
DNL price history and return analytics
+229.8%
-100.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -2.5% | -1.1% | -1.4% | -1.4% |
| 30D | -4.1% | -1.0% | -3.1% | -3.1% |
| 3M | -0.7% | +3.2% | -3.8% | -3.6% |
| 6M | +7.7% | +12.5% | -4.8% | -3.8% |
| YTD | +10.0% | +14.1% | -4.1% | -2.9% |
| 1Y | +13.3% | +18.9% | -5.6% | -3.9% |
| 3Y | +35.7% | +74.1% | -38.4% | -20.5% |
| 5Y | +17.5% | +66.9% | -49.4% | -28.4% |
| All | +129.5% | +229.8% | -100.3% | -27.6% |
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