-97.7%
DTSS price history and return analytics
+65.7%
-163.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.3% |
| 7D | +4.8% | -0.1% | +5.0% | +5.0% |
| 30D | -4.3% | -0.7% | -3.6% | -3.5% |
| 3M | -24.8% | +4.0% | -28.8% | -29.5% |
| 6M | -16.3% | +12.3% | -28.6% | -29.5% |
| YTD | +5.8% | +14.0% | -8.2% | -12.3% |
| 1Y | -68.3% | +20.3% | -88.6% | -75.5% |
| 3Y | -91.0% | +75.4% | -166.4% | -95.8% |
| 5Y | -97.7% | +66.0% | -163.7% | -98.9% |
| All | -97.7% | +65.7% | -163.4% | -98.9% |
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