-95.7%
DULL price history and return analytics
+88.6%
-184.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -3.3% |
| 7D | -0.8% | -0.1% | -0.7% | -0.9% |
| 30D | -3.6% | -0.7% | -3.0% | -4.0% |
| 3M | -17.2% | +4.0% | -21.2% | -12.6% |
| 6M | +33.0% | +12.3% | +20.7% | +52.5% |
| YTD | -34.3% | +14.0% | -48.3% | -23.7% |
| 1Y | -63.4% | +20.3% | -83.7% | -56.2% |
| 3Y | -95.0% | +75.4% | -170.4% | -93.1% |
| All | -95.7% | +88.6% | -184.2% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling