+2,139.0%
DSGX price history and return analytics
+368.8%
+1,770.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.4% |
| 7D | -6.4% | -0.1% | -6.3% | -6.3% |
| 30D | -8.2% | -0.7% | -7.5% | -7.7% |
| 3M | -1.8% | +4.0% | -5.8% | -4.9% |
| 6M | +1.6% | +12.3% | -10.7% | -7.2% |
| YTD | -16.2% | +14.0% | -30.2% | -24.5% |
| 1Y | -31.3% | +20.3% | -51.6% | -40.5% |
| 3Y | -1.8% | +75.4% | -77.2% | -34.5% |
| 5Y | -11.7% | +66.0% | -77.7% | -38.5% |
| 10Y | +255.3% | +228.2% | +27.1% | +59.9% |
| All | +2,139.0% | +368.8% | +1,770.2% | +680.0% |
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