+55.1%
DSL price history and return analytics
+221.8%
-166.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -1.9% | +2.4% | -4.3% | -3.4% |
| 30D | +1.2% | -1.5% | +2.7% | +2.1% |
| 3M | -6.7% | -4.1% | -2.5% | -4.3% |
| 6M | -6.2% | +0.6% | -6.7% | -6.8% |
| YTD | -4.2% | +11.0% | -15.2% | -10.9% |
| 1Y | -4.1% | +13.3% | -17.5% | -12.1% |
| 3Y | +19.1% | +73.4% | -54.3% | -18.8% |
| 5Y | +0.5% | +57.4% | -57.0% | -27.2% |
| All | +55.1% | +221.8% | -166.6% | -32.7% |
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