+98.2%
DE vs VO
+42.2%
+56.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.2% |
| 7D | -3.0% | -0.6% | -2.4% | -2.6% |
| 30D | +11.1% | -1.9% | +13.1% | +12.9% |
| 3M | +17.6% | +3.3% | +14.3% | +14.4% |
| 6M | +13.6% | +9.7% | +3.9% | +5.2% |
| YTD | +46.3% | +12.6% | +33.7% | +32.5% |
| 1Y | +44.2% | +13.6% | +30.5% | +29.4% |
| 3Y | +76.6% | +56.8% | +19.8% | +22.3% |
| 5Y | +98.2% | +42.3% | +56.0% | +43.1% |
| All | +98.2% | +42.2% | +56.0% | +43.1% |
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