+4.0%
DSM price history and return analytics
+229.8%
-225.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -2.4% | -1.1% | -1.3% | -2.1% |
| 30D | -4.8% | -1.0% | -3.8% | -4.5% |
| 3M | -7.8% | +3.2% | -10.9% | -8.6% |
| 6M | -5.3% | +12.5% | -17.8% | -8.5% |
| YTD | -6.3% | +14.1% | -20.3% | -9.8% |
| 1Y | -1.0% | +18.9% | -19.9% | -5.8% |
| 3Y | +19.6% | +74.1% | -54.5% | +1.8% |
| 5Y | -16.6% | +66.9% | -83.5% | -28.7% |
| All | +4.0% | +229.8% | -225.8% | -30.7% |
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