+517.1%
DVY price history and return analytics
+368.8%
+148.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.3% |
| 7D | -1.3% | -0.1% | -1.1% | -1.2% |
| 30D | 0.0% | -0.7% | +0.6% | +0.5% |
| 3M | +4.9% | +4.0% | +0.9% | +1.3% |
| 6M | +8.2% | +12.3% | -4.1% | -2.3% |
| YTD | +16.5% | +14.0% | +2.5% | +3.9% |
| 1Y | +18.9% | +20.3% | -1.4% | +1.3% |
| 3Y | +61.6% | +75.4% | -13.9% | +0.5% |
| 5Y | +64.4% | +66.0% | -1.6% | +6.0% |
| 10Y | +172.7% | +228.2% | -55.5% | +1.9% |
| All | +517.1% | +368.8% | +148.3% | +88.5% |
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 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