+99.1%
DE vs VO
+36.2%
+62.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.3% | +3.1% | -2.8% | -2.2% |
| 30D | +3.6% | +2.2% | +1.4% | +1.6% |
| 3M | +10.2% | -2.5% | +12.7% | +12.4% |
| 6M | +16.6% | +7.0% | +9.6% | +10.0% |
| YTD | +45.8% | +14.0% | +31.8% | +30.8% |
| 1Y | +43.9% | +15.6% | +28.3% | +27.4% |
| 3Y | +89.6% | +66.2% | +23.4% | +26.1% |
| All | +99.1% | +36.2% | +62.8% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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