+46.6%
DE vs VG
+35.0%
+11.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.5% |
| 7D | +3.3% | -7.7% | +11.0% | +3.2% |
| 30D | +10.7% | -8.8% | +19.6% | +10.8% |
| 3M | +13.1% | -15.6% | +28.8% | +13.0% |
| 6M | +20.2% | +5.2% | +15.0% | +20.4% |
| YTD | +48.9% | +76.9% | -28.0% | +41.3% |
| 1Y | +46.6% | +42.5% | +4.1% | +38.6% |
| All | +46.6% | +35.0% | +11.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling