-80.5%
DSS price history and return analytics
+76.6%
-157.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +50.0% | +1.0% | +49.0% | +50.0% |
| 30D | +60.9% | -0.2% | +61.1% | +60.9% |
| 3M | +95.7% | +4.5% | +91.2% | +95.7% |
| 6M | -8.4% | +14.1% | -22.4% | -9.7% |
| YTD | -11.4% | +14.8% | -26.2% | -12.4% |
| 1Y | -34.2% | +21.2% | -55.4% | -35.3% |
| 3Y | -80.5% | +76.6% | -157.1% | -84.4% |
| All | -80.5% | +76.6% | -157.1% | -84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling