-66.8%
DULL price history and return analytics
+23.3%
-90.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.0% | +0.4% | +0.5% | +2.6% |
| 30D | -14.7% | +1.0% | -15.7% | -11.8% |
| 3M | -6.5% | +2.4% | -8.9% | +3.0% |
| 6M | +29.2% | +12.0% | +17.2% | +80.8% |
| YTD | -35.7% | +15.3% | -51.1% | -4.5% |
| 1Y | -66.8% | +22.6% | -89.4% | -44.1% |
| All | -66.8% | +23.3% | -90.1% | -44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling