-77.1%
DPST price history and return analytics
+240.8%
-318.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +3.5% | +0.4% | +3.0% | +2.1% |
| 30D | -9.0% | +1.0% | -9.9% | -12.1% |
| 3M | +21.4% | +2.4% | +19.0% | +8.0% |
| 6M | +30.5% | +12.0% | +18.5% | -15.6% |
| YTD | +39.1% | +15.3% | +23.8% | -18.6% |
| 1Y | +24.4% | +22.6% | +1.8% | -41.0% |
| 3Y | +109.6% | +74.7% | +34.9% | -63.8% |
| 5Y | -62.0% | +66.1% | -128.1% | -89.5% |
| 10Y | -77.2% | +225.0% | -302.2% | -98.1% |
| All | -77.1% | +240.8% | -318.0% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling