-96.6%
DTIL price history and return analytics
+57.4%
-153.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.6% | -11.3% | -12.0% |
| 7D | +39.3% | +0.4% | +38.9% | +36.8% |
| 30D | +44.0% | -2.6% | +46.6% | +47.7% |
| 3M | +29.2% | -3.2% | +32.5% | +33.5% |
| 6M | +25.9% | +0.9% | +24.9% | +22.5% |
| YTD | +132.7% | +11.3% | +121.4% | +96.7% |
| 1Y | +57.7% | +14.0% | +43.7% | +28.8% |
| 3Y | -18.1% | +75.8% | -93.9% | -68.6% |
| 5Y | -96.6% | +57.8% | -154.4% | -98.2% |
| All | -96.6% | +57.4% | -153.9% | -98.2% |
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