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Stock and ETF performance explorer

DTST price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-51.4%
VT return
+66.2%
Excess return
-117.6%
Maximum drawdown
-79.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+4.1%-0.5%+4.6%+4.5%
7D+1.3%+1.0%+0.3%+0.4%
30D-7.8%-0.2%-7.5%-7.6%
3M-9.4%+4.5%-14.0%-13.2%
6M-22.8%+14.1%-36.9%-31.6%
YTD-39.8%+14.8%-54.6%-47.2%
1Y-32.0%+21.2%-53.2%-43.3%
3Y-6.7%+76.6%-83.2%-41.1%
5Y-51.4%+66.6%-118.0%-71.7%
All-51.4%+66.2%-117.6%-71.7%

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