-94.9%
DULL price history and return analytics
+76.6%
-171.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.5% | +5.5% | +4.4% |
| 7D | -2.7% | +1.0% | -3.8% | -1.4% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | -10.8% | +4.5% | -15.3% | -4.5% |
| 6M | +38.3% | +14.1% | +24.2% | +64.3% |
| YTD | -32.5% | +14.8% | -47.3% | -19.3% |
| 1Y | -62.3% | +21.2% | -83.5% | -53.2% |
| 3Y | -94.9% | +76.6% | -171.4% | -92.3% |
| All | -94.9% | +76.6% | -171.5% | -92.3% |
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 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