+125.3%
DTM price history and return analytics
+69.7%
+55.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -8.6% | -2.3% | -6.3% | -7.4% |
| 30D | -7.4% | -5.0% | -2.4% | -4.7% |
| 3M | -13.9% | -4.9% | -9.0% | -11.5% |
| 6M | -20.3% | -1.5% | -18.8% | -20.1% |
| YTD | -3.1% | +8.5% | -11.6% | -9.3% |
| 1Y | +4.5% | +11.4% | -6.8% | -4.0% |
| 3Y | +125.3% | +70.1% | +55.3% | +64.9% |
| All | +125.3% | +69.7% | +55.6% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling