+21.0%
DSM price history and return analytics
+76.6%
-55.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.4% | +1.0% | -2.4% | -1.6% |
| 30D | -3.2% | -0.2% | -3.0% | -3.2% |
| 3M | -5.0% | +4.5% | -9.5% | -6.1% |
| 6M | -3.9% | +14.1% | -18.0% | -7.2% |
| YTD | -4.3% | +14.8% | -19.0% | -7.7% |
| 1Y | +2.9% | +21.2% | -18.3% | -2.1% |
| 3Y | +21.0% | +76.6% | -55.6% | -1.7% |
| All | +21.0% | +76.6% | -55.6% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling