-67.2%
DTSS vs VT
+13.3%
-80.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.7% |
| 7D | -15.0% | -1.6% | -13.4% | -12.7% |
| 30D | -29.6% | -2.5% | -27.1% | -26.9% |
| 3M | -21.3% | -1.3% | -20.0% | -19.2% |
| 6M | -37.0% | +3.1% | -40.1% | -40.3% |
| YTD | -9.6% | +10.9% | -20.6% | -27.7% |
| All | -67.2% | +13.3% | -80.4% | -74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling