+260.5%
DY price history and return analytics
+226.9%
+33.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.7% | +3.2% |
| 7D | +0.1% | -2.0% | +2.1% | +3.3% |
| 30D | -26.6% | -1.4% | -25.2% | -25.0% |
| 3M | -33.6% | +4.7% | -38.4% | -38.0% |
| 6M | -18.5% | +11.4% | -29.8% | -30.4% |
| YTD | -12.4% | +13.1% | -25.5% | -26.9% |
| 1Y | +14.1% | +19.0% | -4.9% | -11.7% |
| 3Y | +202.0% | +73.9% | +128.1% | +28.2% |
| 5Y | +325.6% | +65.4% | +260.2% | +95.5% |
| All | +260.5% | +226.9% | +33.6% | -36.2% |
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