-98.3%
DTSS vs VT
+57.5%
-155.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.1% |
| 7D | -7.8% | -0.1% | -7.6% | -7.9% |
| 30D | -11.7% | -3.1% | -8.6% | -8.2% |
| 3M | -24.6% | -3.5% | -21.1% | -20.8% |
| 6M | -42.0% | +0.5% | -42.5% | -42.9% |
| YTD | -16.7% | +10.8% | -27.4% | -28.1% |
| 1Y | -68.5% | +11.9% | -80.4% | -73.0% |
| 3Y | -83.4% | +73.0% | -156.4% | -92.3% |
| 5Y | -98.3% | +58.6% | -156.9% | -99.2% |
| All | -98.3% | +57.5% | -155.9% | -99.2% |
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