+85.5%
DT price history and return analytics
+140.3%
-54.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +0.3% |
| 7D | -5.4% | -0.7% | -4.7% | -4.5% |
| 30D | -32.2% | -1.7% | -30.5% | -30.6% |
| 3M | -10.9% | -2.3% | -8.6% | -8.3% |
| 6M | +10.0% | +1.5% | +8.4% | +7.1% |
| YTD | +2.1% | +12.0% | -10.0% | -13.3% |
| 1Y | -5.5% | +12.9% | -18.4% | -20.6% |
| 3Y | -12.4% | +74.9% | -87.4% | -59.4% |
| 5Y | -39.7% | +59.9% | -99.6% | -67.5% |
| All | +85.5% | +140.3% | -54.8% | -37.2% |
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