+47.6%
DE vs VG
-39.3%
+87.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +10.0% | +1.7% | +8.3% | +10.0% |
| 30D | +13.3% | +16.0% | -2.7% | +13.0% |
| 3M | +17.5% | +9.7% | +7.8% | +17.3% |
| 6M | +13.6% | +29.6% | -16.0% | +11.8% |
| YTD | +49.8% | +112.0% | -62.2% | +43.8% |
| 1Y | +47.9% | +12.8% | +35.1% | +45.1% |
| All | +47.6% | -39.3% | +87.0% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling