-12.6%
DNLI price history and return analytics
+154.6%
-167.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | -6.6% | +2.4% | -9.0% | -9.8% |
| 30D | +4.9% | -1.5% | +6.4% | +7.5% |
| 3M | -24.5% | -4.1% | -20.4% | -19.4% |
| 6M | -5.4% | +0.6% | -5.9% | -6.6% |
| YTD | +13.5% | +11.0% | +2.5% | -2.2% |
| 1Y | +9.3% | +13.3% | -4.1% | -8.8% |
| 3Y | +15.7% | +73.4% | -57.7% | -45.2% |
| 5Y | -63.1% | +57.4% | -120.5% | -79.5% |
| All | -12.6% | +154.6% | -167.2% | -77.1% |
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