-80.8%
DNUT price history and return analytics
+65.6%
-146.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.1% |
| 7D | +17.7% | -0.1% | +17.9% | +16.6% |
| 30D | +30.1% | -3.1% | +33.1% | +32.3% |
| 3M | +22.6% | -3.5% | +26.1% | +25.1% |
| 6M | +6.9% | +0.5% | +6.5% | +4.3% |
| YTD | -4.2% | +10.8% | -15.0% | -15.4% |
| 1Y | -10.3% | +11.9% | -22.2% | -21.4% |
| 3Y | -69.3% | +73.0% | -142.2% | -82.1% |
| 5Y | -69.9% | +58.6% | -128.5% | -80.9% |
| All | -80.8% | +65.6% | -146.4% | -88.4% |
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