-63.0%
DV price history and return analytics
+77.6%
-140.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +0.8% | -0.7% | +1.5% | +1.6% |
| 3M | +27.7% | +4.0% | +23.7% | +20.9% |
| 6M | +23.4% | +12.3% | +11.1% | +5.0% |
| YTD | +16.5% | +14.0% | +2.5% | -3.2% |
| 1Y | -9.9% | +20.3% | -30.2% | -30.6% |
| 3Y | -56.9% | +75.4% | -132.4% | -81.1% |
| 5Y | -64.1% | +66.0% | -130.1% | -82.2% |
| All | -63.0% | +77.6% | -140.6% | -82.4% |
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