+865.7%
DE vs VT
+222.7%
+643.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +10.0% | +0.4% | +9.6% | +9.5% |
| 30D | +13.3% | +1.0% | +12.3% | +12.1% |
| 3M | +17.5% | +2.4% | +15.1% | +14.4% |
| 6M | +13.6% | +12.0% | +1.6% | +0.4% |
| YTD | +49.8% | +15.3% | +34.4% | +28.2% |
| 1Y | +47.9% | +22.6% | +25.3% | +18.2% |
| 3Y | +72.5% | +74.7% | -2.1% | -6.4% |
| 5Y | +90.2% | +66.1% | +24.1% | +8.4% |
| All | +865.7% | +222.7% | +643.0% | +179.1% |
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