+185.9%
DSU price history and return analytics
+355.4%
-169.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | +1.7% | -0.1% | +1.9% | +1.8% |
| 30D | -0.2% | -3.1% | +2.8% | +1.5% |
| 3M | -5.3% | -3.5% | -1.8% | -3.5% |
| 6M | -6.0% | +0.5% | -6.4% | -6.6% |
| YTD | -4.7% | +10.8% | -15.5% | -10.9% |
| 1Y | -4.6% | +11.9% | -16.5% | -11.4% |
| 3Y | +21.9% | +73.0% | -51.1% | -13.8% |
| 5Y | +24.8% | +58.6% | -33.8% | -8.3% |
| 10Y | +102.8% | +219.2% | -116.4% | -6.6% |
| All | +185.9% | +355.4% | -169.5% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling