-9.0%
DSX price history and return analytics
+63.7%
-72.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -1.7% | -2.0% | +0.3% | +0.2% |
| 30D | +24.2% | -1.4% | +25.6% | +25.9% |
| 3M | +25.8% | +4.7% | +21.1% | +20.4% |
| 6M | +21.1% | +11.4% | +9.8% | +9.5% |
| YTD | +78.1% | +13.1% | +65.0% | +59.4% |
| 1Y | +59.8% | +19.0% | +40.8% | +37.0% |
| 3Y | -7.9% | +73.9% | -81.8% | -44.4% |
| 5Y | -9.0% | +65.4% | -74.4% | -37.8% |
| All | -9.0% | +63.7% | -72.7% | -37.8% |
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