+1,308.4%
DY price history and return analytics
+360.7%
+947.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +2.6% |
| 7D | +7.4% | -0.7% | +8.1% | +8.9% |
| 30D | -14.6% | -1.7% | -12.8% | -12.1% |
| 3M | -43.4% | -2.3% | -41.1% | -41.4% |
| 6M | -47.1% | +1.5% | -48.6% | -47.9% |
| YTD | -32.5% | +12.0% | -44.6% | -41.9% |
| 1Y | -21.5% | +12.9% | -34.4% | -33.0% |
| 3Y | +173.5% | +74.9% | +98.6% | +25.1% |
| 5Y | +171.8% | +59.9% | +111.9% | +40.0% |
| 10Y | +161.3% | +224.6% | -63.3% | -43.6% |
| All | +1,308.4% | +360.7% | +947.7% | +76.4% |
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 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