+513.6%
DON price history and return analytics
+374.2%
+139.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -0.9% | +1.0% | -1.9% | -1.8% |
| 3M | +5.0% | +2.4% | +2.7% | +2.4% |
| 6M | +6.2% | +12.0% | -5.8% | -5.1% |
| YTD | +13.5% | +15.3% | -1.8% | -1.4% |
| 1Y | +11.8% | +22.6% | -10.8% | -8.4% |
| 3Y | +43.5% | +74.7% | -31.2% | -15.9% |
| 5Y | +52.0% | +66.1% | -14.1% | -6.8% |
| 10Y | +142.3% | +225.0% | -82.7% | -18.4% |
| All | +513.6% | +374.2% | +139.4% | +44.0% |
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