+175.3%
DNL price history and return analytics
+356.5%
-181.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +2.6% | +2.4% | +0.2% | +0.5% |
| 30D | -4.4% | -1.5% | -2.9% | -2.9% |
| 3M | -9.9% | -4.1% | -5.8% | -6.2% |
| 6M | -4.0% | +0.6% | -4.6% | -4.1% |
| YTD | +3.7% | +11.0% | -7.3% | -4.9% |
| 1Y | +5.3% | +13.3% | -8.1% | -5.2% |
| 3Y | +33.1% | +73.4% | -40.3% | -17.6% |
| 5Y | +10.5% | +57.4% | -47.0% | -25.4% |
| 10Y | +135.3% | +221.7% | -86.4% | -13.8% |
| All | +175.3% | +356.5% | -181.2% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling