+1,343.1%
DDS price history and return analytics
+226.9%
+1,116.2%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.3% |
| 7D | -4.3% | -2.0% | -2.3% | -1.5% |
| 30D | -3.4% | -1.4% | -1.9% | -1.4% |
| 3M | +7.2% | +4.7% | +2.5% | -0.2% |
| 6M | +4.5% | +11.4% | -6.9% | -11.2% |
| YTD | +3.1% | +13.1% | -10.0% | -14.6% |
| 1Y | +14.7% | +19.0% | -4.4% | -11.9% |
| 3Y | +129.4% | +73.9% | +55.5% | +1.0% |
| 5Y | +315.5% | +65.4% | +250.1% | +106.4% |
| All | +1,343.1% | +226.9% | +1,116.2% | +233.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling