-95.4%
DULL price history and return analytics
+87.0%
-182.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.9% | +6.1% | +4.3% |
| 7D | +10.6% | -2.0% | +12.6% | +8.3% |
| 30D | +0.3% | -1.4% | +1.7% | -0.9% |
| 3M | -22.5% | +4.7% | -27.2% | -17.8% |
| 6M | +44.8% | +11.4% | +33.4% | +64.6% |
| YTD | -30.8% | +13.1% | -43.9% | -20.4% |
| 1Y | -61.4% | +19.0% | -80.4% | -54.2% |
| 3Y | -94.7% | +73.9% | -168.7% | -92.8% |
| All | -95.4% | +87.0% | -182.4% | -94.3% |
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