+114.2%
DSM price history and return analytics
+355.4%
-241.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +8.7% | -3.1% | +11.8% | +9.5% |
| 3M | -3.4% | -3.5% | +0.1% | -2.6% |
| 6M | -6.4% | +0.5% | -6.9% | -6.6% |
| YTD | -4.9% | +10.8% | -15.7% | -7.3% |
| 1Y | -1.3% | +11.9% | -13.2% | -4.0% |
| 3Y | +24.3% | +73.0% | -48.7% | +8.8% |
| 5Y | -14.2% | +58.6% | -72.8% | -23.8% |
| 10Y | +11.2% | +219.2% | -208.0% | -16.9% |
| All | +114.2% | +355.4% | -241.3% | +39.1% |
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