-39.9%
DT price history and return analytics
+57.5%
-97.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -7.5% | -0.1% | -7.4% | -7.3% |
| 30D | -31.5% | -3.1% | -28.5% | -28.7% |
| 3M | -14.0% | -3.5% | -10.5% | -10.1% |
| 6M | +6.9% | +0.5% | +6.4% | +5.4% |
| YTD | +0.3% | +10.8% | -10.4% | -14.1% |
| 1Y | -6.9% | +11.9% | -18.8% | -21.5% |
| 3Y | -13.9% | +73.0% | -86.9% | -62.8% |
| 5Y | -39.9% | +58.6% | -98.5% | -67.5% |
| All | -39.9% | +57.5% | -97.5% | -67.5% |
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