+171.6%
DUSL price history and return analytics
+74.2%
+97.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -3.1% |
| 7D | -2.3% | -0.1% | -2.1% | -1.8% |
| 30D | -20.7% | -0.7% | -20.0% | -19.0% |
| 3M | -10.6% | +4.0% | -14.6% | -19.3% |
| 6M | -7.2% | +12.3% | -19.5% | -32.4% |
| YTD | +19.7% | +14.0% | +5.6% | -15.9% |
| 1Y | +29.0% | +20.3% | +8.7% | -21.9% |
| All | +171.6% | +74.2% | +97.4% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling