-70.6%
DSP price history and return analytics
+77.2%
-147.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +5.4% |
| 7D | +10.4% | +0.4% | +10.0% | +9.9% |
| 30D | +6.9% | -2.6% | +9.5% | +11.4% |
| 3M | +6.0% | -3.2% | +9.3% | +11.0% |
| 6M | +16.6% | +0.9% | +15.7% | +14.4% |
| YTD | +16.6% | +11.3% | +5.3% | -2.7% |
| 1Y | +63.3% | +14.0% | +49.3% | +31.3% |
| 3Y | +152.1% | +75.8% | +76.2% | +6.9% |
| 5Y | +11.5% | +57.8% | -46.3% | -33.6% |
| All | -70.6% | +77.2% | -147.8% | -86.5% |
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