+137.1%
DDS price history and return analytics
+76.6%
+60.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +3.0% | +1.0% | +2.0% | +2.0% |
| 30D | +5.4% | -0.2% | +5.6% | +5.6% |
| 3M | +5.5% | +4.5% | +0.9% | +0.3% |
| 6M | +9.6% | +14.1% | -4.5% | -5.5% |
| YTD | +6.5% | +14.8% | -8.3% | -9.1% |
| 1Y | +16.5% | +21.2% | -4.6% | -6.9% |
| 3Y | +137.1% | +76.6% | +60.5% | +13.8% |
| All | +137.1% | +76.6% | +60.5% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling