+98.0%
DSX price history and return analytics
+229.8%
-131.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.8% |
| 7D | -1.3% | -1.1% | -0.2% | -0.1% |
| 30D | +25.3% | -1.0% | +26.2% | +26.6% |
| 3M | +24.7% | +3.2% | +21.6% | +20.6% |
| 6M | +23.2% | +12.5% | +10.7% | +8.7% |
| YTD | +81.1% | +14.1% | +67.0% | +58.1% |
| 1Y | +60.8% | +18.9% | +41.9% | +34.6% |
| 3Y | -4.2% | +74.1% | -78.3% | -47.5% |
| 5Y | -7.4% | +66.9% | -74.3% | -46.7% |
| All | +98.0% | +229.8% | -131.7% | -50.3% |
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