+109.9%
DLS price history and return analytics
+221.8%
-111.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.5% | +2.4% | +0.1% | +0.5% |
| 30D | -0.5% | -1.5% | +1.0% | +0.7% |
| 3M | -3.1% | -4.1% | +1.0% | +0.3% |
| 6M | -1.0% | +0.6% | -1.5% | -1.7% |
| YTD | +7.9% | +11.0% | -3.1% | -1.6% |
| 1Y | +13.0% | +13.3% | -0.4% | +1.2% |
| 3Y | +68.4% | +73.4% | -5.0% | +4.0% |
| 5Y | +41.1% | +57.4% | -16.3% | -5.7% |
| All | +109.9% | +221.8% | -111.8% | -23.3% |
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