-24.7%
DYN price history and return analytics
+117.8%
-142.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -1.5% |
| 7D | -3.0% | -0.7% | -2.3% | -1.8% |
| 30D | +12.7% | -1.7% | +14.5% | +16.4% |
| 3M | -32.6% | -2.3% | -30.3% | -29.8% |
| 6M | -2.5% | +1.5% | -4.1% | -4.7% |
| YTD | -8.0% | +12.0% | -20.1% | -22.9% |
| 1Y | -8.5% | +12.9% | -21.4% | -24.4% |
| 3Y | +106.8% | +74.9% | +31.8% | -6.6% |
| 5Y | +26.6% | +59.9% | -33.3% | -31.9% |
| All | -24.7% | +117.8% | -142.5% | -71.1% |
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