+84.4%
DT price history and return analytics
+138.7%
-54.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -2.0% |
| 7D | -20.2% | +0.4% | -20.6% | -20.6% |
| 30D | -30.8% | -2.6% | -28.2% | -28.4% |
| 3M | -10.2% | -3.2% | -7.0% | -6.5% |
| 6M | +8.0% | +0.9% | +7.1% | +6.0% |
| YTD | +1.5% | +11.3% | -9.9% | -13.1% |
| 1Y | -6.9% | +14.0% | -20.9% | -22.9% |
| 3Y | -10.9% | +75.8% | -86.7% | -59.0% |
| 5Y | -42.2% | +57.8% | -100.0% | -68.3% |
| All | +84.4% | +138.7% | -54.4% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling