+699.2%
DSI price history and return analytics
+357.6%
+341.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.4% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | -5.5% | -2.6% | -2.9% | -3.2% |
| 3M | -4.0% | -3.2% | -0.8% | -1.1% |
| 6M | +0.8% | +0.9% | -0.1% | +0.1% |
| YTD | +10.3% | +11.3% | -1.0% | +0.5% |
| 1Y | +12.5% | +14.0% | -1.5% | +0.5% |
| 3Y | +76.8% | +75.8% | +0.9% | +9.3% |
| 5Y | +61.3% | +57.8% | +3.5% | +10.0% |
| 10Y | +300.5% | +219.8% | +80.7% | +57.2% |
| All | +699.2% | +357.6% | +341.6% | +135.3% |
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 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