-0.2%
DNLI price history and return analytics
+159.2%
-159.5%
-87.7%
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% | +0.5% |
| 7D | -6.1% | -2.0% | -4.1% | -3.3% |
| 30D | -13.3% | -1.4% | -11.9% | -11.4% |
| 3M | +3.8% | +4.7% | -0.9% | -3.7% |
| 6M | -0.1% | +11.4% | -11.5% | -15.0% |
| YTD | +29.6% | +13.1% | +16.6% | +8.5% |
| 1Y | +46.2% | +19.0% | +27.2% | +13.5% |
| 3Y | -10.8% | +73.9% | -84.7% | -58.0% |
| 5Y | -58.6% | +65.4% | -123.9% | -78.4% |
| All | -0.2% | +159.2% | -159.5% | -74.6% |
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