-28.1%
DT price history and return analytics
+66.2%
-94.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -4.9% | +1.0% | -5.9% | -6.0% |
| 30D | +2.7% | -0.2% | +2.9% | +3.0% |
| 3M | +20.0% | +4.5% | +15.4% | +12.8% |
| 6M | +28.0% | +14.1% | +14.0% | +5.9% |
| YTD | +16.0% | +14.8% | +1.3% | -5.1% |
| 1Y | +0.7% | +21.2% | -20.5% | -24.0% |
| 3Y | +6.2% | +76.6% | -70.4% | -55.3% |
| 5Y | -28.1% | +66.6% | -94.7% | -63.6% |
| All | -28.1% | +66.2% | -94.3% | -63.6% |
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 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