-62.3%
DV price history and return analytics
+72.6%
-134.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.6% |
| 7D | +0.2% | -0.1% | +0.4% | 0.0% |
| 30D | +0.6% | -3.1% | +3.7% | +4.0% |
| 3M | +2.6% | -3.5% | +6.1% | +6.5% |
| 6M | +22.7% | +0.5% | +22.2% | +20.1% |
| YTD | +18.6% | +10.8% | +7.8% | +1.4% |
| 1Y | +30.7% | +11.9% | +18.8% | +10.1% |
| 3Y | -55.7% | +73.0% | -128.6% | -80.4% |
| 5Y | -61.1% | +58.6% | -119.7% | -79.5% |
| All | -62.3% | +72.6% | -134.9% | -81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling