-97.0%
DSS price history and return analytics
+65.7%
-162.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.1% | -8.3% |
| 7D | +35.9% | -0.1% | +36.0% | +36.4% |
| 30D | +47.1% | -0.7% | +47.7% | +48.0% |
| 3M | +49.4% | +4.0% | +45.4% | +45.6% |
| 6M | -18.5% | +12.3% | -30.8% | -25.5% |
| YTD | -19.2% | +14.0% | -33.2% | -26.6% |
| 1Y | -39.0% | +20.3% | -59.3% | -46.7% |
| 3Y | -82.2% | +75.4% | -157.7% | -89.5% |
| 5Y | -97.0% | +66.0% | -162.9% | -97.8% |
| All | -97.0% | +65.7% | -162.6% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling