+1,251.5%
DY price history and return analytics
+355.4%
+896.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.2% |
| 7D | -4.1% | -0.1% | -4.0% | -3.8% |
| 30D | -18.7% | -3.1% | -15.7% | -14.8% |
| 3M | -45.4% | -3.5% | -41.9% | -42.4% |
| 6M | -48.9% | +0.5% | -49.4% | -48.9% |
| YTD | -35.2% | +10.8% | -46.0% | -43.3% |
| 1Y | -25.5% | +11.9% | -37.4% | -35.6% |
| 3Y | +162.4% | +73.0% | +89.5% | +21.9% |
| 5Y | +164.7% | +58.6% | +106.1% | +37.9% |
| 10Y | +157.8% | +219.2% | -61.4% | -43.0% |
| All | +1,251.5% | +355.4% | +896.0% | +71.9% |
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