+3,293.3%
DE vs VO
+827.2%
+2,466.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | +0.1% |
| 7D | +10.0% | -0.3% | +10.3% | +10.3% |
| 30D | +13.3% | -0.3% | +13.7% | +13.6% |
| 3M | +17.5% | +2.9% | +14.6% | +13.9% |
| 6M | +13.6% | +9.3% | +4.2% | +3.3% |
| YTD | +49.8% | +14.2% | +35.6% | +30.1% |
| 1Y | +47.9% | +15.3% | +32.6% | +26.7% |
| 3Y | +72.5% | +56.2% | +16.3% | +6.3% |
| 5Y | +90.2% | +42.4% | +47.8% | +26.5% |
| 10Y | +865.4% | +194.7% | +670.6% | +188.7% |
| All | +3,293.3% | +827.2% | +2,466.1% | +176.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling