+310.2%
DY price history and return analytics
+66.2%
+244.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | +5.4% | +1.0% | +4.4% | +4.1% |
| 30D | -25.8% | -0.2% | -25.5% | -25.6% |
| 3M | -34.0% | +4.5% | -38.5% | -37.3% |
| 6M | -15.2% | +14.1% | -29.2% | -27.0% |
| YTD | -10.4% | +14.8% | -25.1% | -23.3% |
| 1Y | +20.0% | +21.2% | -1.2% | -3.3% |
| 3Y | +209.1% | +76.6% | +132.6% | +63.6% |
| 5Y | +310.2% | +66.6% | +243.6% | +144.4% |
| All | +310.2% | +66.2% | +244.0% | +144.4% |
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 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