+29.6%
DSM vs VT
+69.7%
-40.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | +2.2% | -2.3% | +4.5% | +2.7% |
| 30D | +11.6% | -5.0% | +16.6% | +13.0% |
| 3M | -2.2% | -4.9% | +2.7% | -1.0% |
| 6M | -5.6% | -1.5% | -4.0% | -5.3% |
| YTD | -3.9% | +8.5% | -12.4% | -5.9% |
| 1Y | +0.6% | +11.4% | -10.8% | -2.1% |
| 3Y | +29.6% | +70.1% | -40.5% | +6.6% |
| All | +29.6% | +69.7% | -40.1% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling