+126.4%
DGS price history and return analytics
+222.7%
-96.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +2.0% | +2.9% | -0.9% | -0.5% |
| 30D | -8.4% | -2.5% | -5.9% | -6.4% |
| 3M | -7.6% | -3.3% | -4.3% | -5.0% |
| 6M | -6.6% | +1.5% | -8.1% | -7.5% |
| YTD | +5.2% | +11.4% | -6.2% | -3.4% |
| 1Y | +5.9% | +11.9% | -6.0% | -3.2% |
| 3Y | +41.8% | +73.9% | -32.1% | -10.4% |
| 5Y | +35.1% | +57.9% | -22.8% | -8.0% |
| All | +126.4% | +222.7% | -96.3% | -24.9% |
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