-68.2%
DNUT price history and return analytics
+69.7%
-137.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.6% | -9.5% |
| 7D | +27.3% | -2.3% | +29.6% | +28.1% |
| 30D | +42.8% | -5.0% | +47.8% | +47.3% |
| 3M | +29.1% | -4.9% | +34.0% | +33.0% |
| 6M | +13.3% | -1.5% | +14.9% | +11.8% |
| YTD | +3.7% | +8.5% | -4.8% | -8.3% |
| 1Y | +6.6% | +11.4% | -4.7% | -8.5% |
| 3Y | -68.2% | +70.1% | -138.2% | -84.3% |
| All | -68.2% | +69.7% | -137.9% | -84.3% |
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 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