+107.4%
DE vs VT
+59.8%
+47.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.3% |
| 7D | +2.3% | -0.7% | +3.0% | +2.8% |
| 30D | +9.3% | -1.7% | +11.1% | +10.8% |
| 3M | +12.2% | -2.3% | +14.5% | +14.1% |
| 6M | +18.1% | +1.5% | +16.6% | +16.1% |
| YTD | +49.8% | +12.0% | +37.7% | +35.3% |
| 1Y | +46.4% | +12.9% | +33.5% | +31.3% |
| 3Y | +92.5% | +74.9% | +17.6% | +18.0% |
| 5Y | +107.4% | +59.9% | +47.5% | +31.8% |
| All | +107.4% | +59.8% | +47.6% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling