+168.9%
DOL price history and return analytics
+374.2%
-205.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | +1.6% | +1.0% | +0.6% | +0.7% |
| 3M | +4.8% | +2.4% | +2.4% | +2.5% |
| 6M | +11.3% | +12.0% | -0.7% | 0.0% |
| YTD | +19.9% | +15.3% | +4.6% | +4.8% |
| 1Y | +29.6% | +22.6% | +7.0% | +6.8% |
| 3Y | +83.0% | +74.7% | +8.3% | +6.4% |
| 5Y | +84.6% | +66.1% | +18.5% | +11.6% |
| 10Y | +153.8% | +225.0% | -71.2% | -22.4% |
| All | +168.9% | +374.2% | -205.3% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling