-80.9%
DQ price history and return analytics
+63.7%
-144.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -1.5% |
| 7D | -6.8% | -2.0% | -4.8% | -3.8% |
| 30D | -19.5% | -1.4% | -18.0% | -17.8% |
| 3M | -19.0% | +4.7% | -23.7% | -24.6% |
| 6M | -49.1% | +11.4% | -60.4% | -56.9% |
| YTD | -60.3% | +13.1% | -73.4% | -67.1% |
| 1Y | -55.6% | +19.0% | -74.7% | -65.7% |
| 3Y | -65.5% | +73.9% | -139.5% | -85.1% |
| 5Y | -80.9% | +65.4% | -146.3% | -90.1% |
| All | -80.9% | +63.7% | -144.6% | -90.1% |
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