-71.8%
DSP price history and return analytics
+82.7%
-154.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.6% |
| 7D | +6.7% | +1.0% | +5.7% | +5.2% |
| 30D | +1.8% | -0.2% | +2.0% | +2.1% |
| 3M | +11.5% | +4.5% | +7.0% | +4.0% |
| 6M | +30.2% | +14.1% | +16.2% | +4.9% |
| YTD | +12.0% | +14.8% | -2.8% | -10.5% |
| 1Y | +30.7% | +21.2% | +9.6% | -3.6% |
| 3Y | +103.0% | +76.6% | +26.4% | -13.8% |
| 5Y | +1.1% | +66.6% | -65.5% | -45.4% |
| All | -71.8% | +82.7% | -154.5% | -87.6% |
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