-7.9%
DNLI price history and return analytics
+76.6%
-84.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | 0.0% |
| 7D | -5.1% | +1.0% | -6.1% | -6.9% |
| 30D | -11.1% | -0.2% | -10.8% | -10.7% |
| 3M | +13.0% | +4.5% | +8.5% | +2.9% |
| 6M | +12.1% | +14.1% | -1.9% | -13.5% |
| YTD | +33.7% | +14.8% | +19.0% | +2.4% |
| 1Y | +42.5% | +21.2% | +21.3% | -2.2% |
| 3Y | -7.9% | +76.6% | -84.5% | -75.5% |
| All | -7.9% | +76.6% | -84.5% | -75.5% |
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