+55.3%
DSL price history and return analytics
+226.9%
-171.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.1% |
| 7D | -0.9% | -2.0% | +1.1% | +0.4% |
| 30D | -1.6% | -1.4% | -0.2% | -0.7% |
| 3M | -0.4% | +4.7% | -5.2% | -3.5% |
| 6M | -0.5% | +11.4% | -11.8% | -7.4% |
| YTD | +0.4% | +13.1% | -12.7% | -7.6% |
| 1Y | -6.7% | +19.0% | -25.7% | -17.1% |
| 3Y | +20.7% | +73.9% | -53.2% | -17.8% |
| 5Y | +3.1% | +65.4% | -62.3% | -27.9% |
| All | +55.3% | +226.9% | -171.6% | -35.4% |
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