+302.3%
DUSL price history and return analytics
+189.8%
+112.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | +0.6% |
| 7D | -7.0% | -2.0% | -5.0% | -1.1% |
| 30D | -23.3% | -1.4% | -21.9% | -19.8% |
| 3M | -2.1% | +4.7% | -6.9% | -14.1% |
| 6M | -7.5% | +11.4% | -18.9% | -31.4% |
| YTD | +17.4% | +13.1% | +4.3% | -16.0% |
| 1Y | +23.7% | +19.0% | +4.7% | -23.5% |
| 3Y | +165.8% | +73.9% | +91.9% | -41.1% |
| 5Y | +127.4% | +65.4% | +62.1% | -31.9% |
| All | +302.3% | +189.8% | +112.5% | -56.0% |
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