+97.9%
DUSL price history and return analytics
+59.8%
+38.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.5% | +0.5% |
| 7D | +1.5% | -0.7% | +2.2% | +4.6% |
| 30D | +0.7% | -1.7% | +2.4% | +6.7% |
| 3M | -25.2% | -2.3% | -22.8% | -19.2% |
| 6M | -14.7% | +1.5% | -16.2% | -16.4% |
| YTD | +14.5% | +12.0% | +2.5% | -12.6% |
| 1Y | +15.7% | +12.9% | +2.8% | -12.9% |
| 3Y | +190.2% | +74.9% | +115.3% | -25.6% |
| 5Y | +97.9% | +59.9% | +38.0% | -26.1% |
| All | +97.9% | +59.8% | +38.1% | -26.1% |
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