+112.2%
DT price history and return analytics
+144.5%
-32.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.4% |
| 7D | -0.5% | -0.1% | -0.4% | -0.3% |
| 30D | +0.1% | -0.7% | +0.7% | +0.9% |
| 3M | +24.1% | +4.0% | +20.1% | +17.6% |
| 6M | +30.1% | +12.3% | +17.8% | +10.6% |
| YTD | +16.8% | +14.0% | +2.7% | -2.9% |
| 1Y | -0.1% | +20.3% | -20.4% | -22.8% |
| 3Y | +6.8% | +75.4% | -68.6% | -50.5% |
| 5Y | -28.4% | +66.0% | -94.3% | -63.0% |
| All | +112.2% | +144.5% | -32.4% | -29.6% |
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