-96.5%
DSS vs VT
+66.2%
-162.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | +52.6% | +0.4% | +52.1% | +52.4% |
| 30D | +50.9% | +1.0% | +49.9% | +50.2% |
| 3M | +78.1% | +2.4% | +75.7% | +75.1% |
| 6M | -6.8% | +12.0% | -18.8% | -14.6% |
| YTD | -10.6% | +15.3% | -25.9% | -19.4% |
| 1Y | -31.4% | +22.6% | -54.0% | -40.8% |
| 3Y | -78.5% | +74.7% | -153.2% | -87.1% |
| All | -96.5% | +66.2% | -162.7% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling