+10.1%
DOLE price history and return analytics
+65.7%
-55.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +2.5% | +2.9% | -0.4% | +0.9% |
| 30D | +5.4% | -2.5% | +7.9% | +6.8% |
| 3M | +10.0% | -3.3% | +13.4% | +11.9% |
| 6M | -0.3% | +1.5% | -1.8% | -1.7% |
| YTD | -3.6% | +11.4% | -15.0% | -10.4% |
| 1Y | +4.9% | +11.9% | -7.0% | -2.8% |
| 3Y | +30.9% | +73.9% | -43.0% | -10.5% |
| 5Y | +14.0% | +57.9% | -43.9% | -24.6% |
| All | +10.1% | +65.7% | -55.6% | -24.8% |
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