-76.4%
DPST price history and return analytics
+57.5%
-134.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | +0.3% |
| 7D | +0.5% | -0.1% | +0.7% | +0.8% |
| 30D | +16.3% | -3.1% | +19.4% | +27.8% |
| 3M | -13.8% | -3.5% | -10.3% | -4.3% |
| 6M | +7.6% | +0.5% | +7.1% | +1.3% |
| YTD | +25.0% | +10.8% | +14.2% | -16.2% |
| 1Y | +46.2% | +11.9% | +34.3% | -5.2% |
| 3Y | +165.4% | +73.0% | +92.5% | -53.3% |
| 5Y | -76.4% | +58.6% | -135.0% | -92.3% |
| All | -76.4% | +57.5% | -134.0% | -92.3% |
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 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