-99.8%
DSS price history and return analytics
+229.8%
-329.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -7.0% |
| 7D | -12.9% | -1.1% | -11.8% | -12.8% |
| 30D | +40.9% | -1.0% | +41.9% | +41.2% |
| 3M | +26.4% | +3.2% | +23.2% | +26.0% |
| 6M | -18.8% | +12.5% | -31.2% | -20.2% |
| YTD | -22.1% | +14.1% | -36.2% | -23.5% |
| 1Y | -44.8% | +18.9% | -63.7% | -46.1% |
| 3Y | -82.8% | +74.1% | -156.9% | -84.2% |
| 5Y | -97.1% | +66.9% | -164.0% | -97.5% |
| All | -99.8% | +229.8% | -329.6% | -99.7% |
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 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