-24.4%
DYN price history and return analytics
+110.8%
-135.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.7% |
| 7D | +8.3% | -2.3% | +10.6% | +12.6% |
| 30D | +13.1% | -5.0% | +18.1% | +23.4% |
| 3M | -30.2% | -4.9% | -25.3% | -23.9% |
| 6M | -4.1% | -1.5% | -2.5% | -1.2% |
| YTD | -7.6% | +8.5% | -16.1% | -18.3% |
| 1Y | -0.7% | +11.4% | -12.1% | -16.1% |
| 3Y | +121.4% | +70.1% | +51.4% | +5.0% |
| 5Y | +20.3% | +53.7% | -33.4% | -31.2% |
| All | -24.4% | +110.8% | -135.2% | -69.3% |
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