-24.0%
DTG price history and return analytics
+62.4%
-86.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -5.0% | +2.4% | -7.4% | -5.8% |
| 30D | -2.6% | -1.5% | -1.1% | -2.1% |
| 3M | -10.3% | -4.1% | -6.2% | -9.0% |
| 6M | -12.5% | +0.6% | -13.1% | -12.9% |
| YTD | -11.2% | +11.0% | -22.3% | -15.0% |
| 1Y | -13.5% | +13.3% | -26.9% | -17.9% |
| 3Y | -9.1% | +73.4% | -82.5% | -28.0% |
| All | -24.0% | +62.4% | -86.4% | -39.7% |
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 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