-97.7%
DTSS vs VT
+66.2%
-163.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -6.2% | +0.4% | -6.7% | -6.7% |
| 30D | -20.9% | +1.0% | -21.8% | -21.9% |
| 3M | -26.3% | +2.4% | -28.6% | -29.2% |
| 6M | -28.0% | +12.0% | -40.0% | -39.1% |
| YTD | +0.9% | +15.3% | -14.4% | -17.6% |
| 1Y | -68.1% | +22.6% | -90.7% | -76.0% |
| 3Y | -91.2% | +74.7% | -165.9% | -96.0% |
| All | -97.7% | +66.2% | -163.9% | -98.9% |
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