-61.9%
DNLI price history and return analytics
+57.5%
-119.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.5% |
| 7D | +2.1% | -0.1% | +2.2% | +2.4% |
| 30D | +2.1% | -3.1% | +5.1% | +7.9% |
| 3M | -20.6% | -3.5% | -17.1% | -15.3% |
| 6M | +1.2% | +0.5% | +0.7% | -0.6% |
| YTD | +20.2% | +10.8% | +9.5% | +0.2% |
| 1Y | +27.2% | +11.9% | +15.3% | +4.0% |
| 3Y | +22.4% | +73.0% | -50.6% | -51.8% |
| 5Y | -61.9% | +58.6% | -120.6% | -82.3% |
| All | -61.9% | +57.5% | -119.5% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling