+81.9%
DSMC price history and return analytics
+106.5%
-24.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.2% |
| 7D | -2.7% | -2.0% | -0.7% | -0.7% |
| 30D | -0.7% | -1.4% | +0.7% | +0.7% |
| 3M | +7.9% | +4.7% | +3.2% | +2.5% |
| 6M | +17.2% | +11.4% | +5.9% | +3.6% |
| YTD | +22.4% | +13.1% | +9.3% | +6.1% |
| 1Y | +21.1% | +19.0% | +2.1% | -1.1% |
| 3Y | +45.9% | +73.9% | -28.1% | -23.1% |
| All | +81.9% | +106.5% | -24.6% | -22.1% |
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 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