+782.7%
DE vs VT
+217.6%
+565.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +10.7% | -3.1% | +13.8% | +14.1% |
| 3M | +13.1% | -3.5% | +16.6% | +16.9% |
| 6M | +20.2% | +0.5% | +19.8% | +18.9% |
| YTD | +48.9% | +10.8% | +38.1% | +32.4% |
| 1Y | +46.6% | +11.9% | +34.7% | +28.8% |
| 3Y | +91.4% | +73.0% | +18.4% | +4.0% |
| 5Y | +108.1% | +58.6% | +49.5% | +23.8% |
| 10Y | +782.7% | +219.2% | +563.5% | +167.1% |
| All | +782.7% | +217.6% | +565.0% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling