-80.6%
DSX price history and return analytics
+371.8%
-452.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +7.6% | +1.0% | +6.6% | +6.4% |
| 30D | +22.8% | -0.2% | +23.0% | +23.1% |
| 3M | +27.0% | +4.5% | +22.4% | +20.6% |
| 6M | +27.0% | +14.1% | +12.9% | +9.4% |
| YTD | +80.5% | +14.8% | +65.7% | +54.9% |
| 1Y | +67.4% | +21.2% | +46.2% | +35.4% |
| 3Y | -6.6% | +76.6% | -83.2% | -51.9% |
| 5Y | -3.2% | +66.6% | -69.8% | -46.9% |
| 10Y | +83.2% | +222.3% | -139.1% | -53.0% |
| All | -80.6% | +371.8% | -452.5% | -96.6% |
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