+254.5%
DTM price history and return analytics
+66.0%
+188.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +5.3% | +2.4% | +3.0% | +3.6% |
| 30D | -2.9% | -1.5% | -1.4% | -2.0% |
| 3M | -10.5% | -4.1% | -6.4% | -8.0% |
| 6M | -16.9% | +0.6% | -17.5% | -17.8% |
| YTD | +2.0% | +11.0% | -9.0% | -6.8% |
| 1Y | +8.5% | +13.3% | -4.8% | -2.6% |
| 3Y | +142.0% | +73.4% | +68.6% | +53.3% |
| 5Y | +198.3% | +57.4% | +140.8% | +100.9% |
| All | +254.5% | +66.0% | +188.5% | +128.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling