+98.5%
DORM price history and return analytics
+221.8%
-123.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -3.2% | +2.4% | -5.6% | -5.1% |
| 30D | +8.6% | -1.5% | +10.1% | +9.7% |
| 3M | -0.6% | -4.1% | +3.5% | +2.6% |
| 6M | +13.7% | +0.6% | +13.2% | +12.9% |
| YTD | +7.4% | +11.0% | -3.6% | -1.7% |
| 1Y | -1.6% | +13.3% | -15.0% | -11.4% |
| 3Y | +97.8% | +73.4% | +24.4% | +27.0% |
| 5Y | +12.3% | +57.4% | -45.1% | -22.5% |
| All | +98.5% | +221.8% | -123.2% | -31.9% |
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