-44.8%
DSS price history and return analytics
+19.6%
-64.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -7.0% |
| 7D | -12.9% | -1.1% | -11.8% | -12.6% |
| 30D | +40.9% | -1.0% | +41.9% | +41.2% |
| 3M | +26.4% | +3.2% | +23.2% | +26.5% |
| 6M | -18.8% | +12.5% | -31.2% | -20.3% |
| YTD | -22.1% | +14.1% | -36.2% | -23.6% |
| 1Y | -44.8% | +18.9% | -63.7% | -48.9% |
| All | -44.8% | +19.6% | -64.5% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling