+5.7%
DOLE price history and return analytics
+13.3%
-7.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.7% |
| 7D | +3.5% | -0.7% | +4.2% | +3.5% |
| 30D | +7.5% | -1.7% | +9.3% | +7.5% |
| 3M | +11.1% | -2.3% | +13.4% | +11.1% |
| 6M | -4.7% | +1.5% | -6.3% | -4.8% |
| YTD | -2.8% | +12.0% | -14.8% | -2.9% |
| 1Y | +5.7% | +12.9% | -7.2% | +5.5% |
| All | +5.7% | +13.3% | -7.6% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling