+1,276.1%
DE vs VT
+374.2%
+901.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.0% |
| 3M | +17.5% | +2.4% | +15.1% | +14.3% |
| 6M | +13.6% | +12.0% | +1.6% | +0.1% |
| YTD | +49.8% | +15.3% | +34.4% | +27.8% |
| 1Y | +47.9% | +22.6% | +25.3% | +17.7% |
| 3Y | +72.5% | +74.7% | -2.1% | -6.9% |
| 5Y | +90.2% | +66.1% | +24.1% | +7.2% |
| 10Y | +865.4% | +225.0% | +640.4% | +165.9% |
| All | +1,276.1% | +374.2% | +901.9% | +153.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling