-80.5%
DNUT price history and return analytics
+66.0%
-146.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.1% | +6.0% |
| 7D | -6.0% | +2.4% | -8.3% | -7.9% |
| 30D | +28.5% | -1.5% | +30.0% | +28.8% |
| 3M | +19.5% | -4.1% | +23.6% | +22.7% |
| 6M | +18.4% | +0.6% | +17.9% | +15.4% |
| YTD | -2.5% | +11.0% | -13.5% | -14.0% |
| 1Y | 0.0% | +13.3% | -13.3% | -13.6% |
| 3Y | -69.4% | +73.4% | -142.8% | -82.2% |
| 5Y | -71.7% | +57.4% | -129.1% | -81.9% |
| All | -80.5% | +66.0% | -146.4% | -88.2% |
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