-35.9%
DOW price history and return analytics
+65.7%
-101.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | 0.0% |
| 7D | -6.0% | -0.1% | -5.9% | -5.9% |
| 30D | -2.7% | -0.7% | -2.1% | -2.2% |
| 3M | -10.5% | +4.0% | -14.5% | -14.5% |
| 6M | -12.4% | +12.3% | -24.7% | -23.7% |
| YTD | +30.0% | +14.0% | +16.0% | +11.4% |
| 1Y | +27.8% | +20.3% | +7.5% | +3.6% |
| 3Y | -34.9% | +75.4% | -110.4% | -63.4% |
| 5Y | -35.9% | +66.0% | -101.8% | -62.9% |
| All | -35.9% | +65.7% | -101.6% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling