+88.3%
DT price history and return analytics
+138.8%
-50.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.3% |
| 7D | +2.7% | +2.9% | -0.1% | -0.9% |
| 30D | -30.4% | -2.5% | -27.8% | -28.0% |
| 3M | -9.4% | -3.3% | -6.1% | -5.5% |
| 6M | +14.5% | +1.5% | +13.0% | +11.5% |
| YTD | +3.6% | +11.4% | -7.8% | -11.3% |
| 1Y | -3.4% | +11.9% | -15.3% | -18.0% |
| 3Y | -11.1% | +73.9% | -85.0% | -58.5% |
| 5Y | -39.5% | +57.9% | -97.3% | -66.8% |
| All | +88.3% | +138.8% | -50.6% | -35.7% |
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