+1,219.2%
DE vs VT
+345.0%
+874.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.1% | +2.4% |
| 7D | +0.5% | -4.2% | +4.7% | +5.0% |
| 30D | -2.9% | -5.8% | +2.9% | +3.2% |
| 3M | +8.6% | -5.2% | +13.9% | +14.5% |
| 6M | +15.8% | +0.1% | +15.6% | +14.8% |
| YTD | +43.6% | +8.2% | +35.4% | +30.6% |
| 1Y | +41.6% | +10.1% | +31.5% | +26.2% |
| 3Y | +80.7% | +69.7% | +11.0% | +0.1% |
| 5Y | +99.3% | +53.4% | +45.9% | +21.8% |
| 10Y | +777.0% | +219.2% | +557.8% | +145.5% |
| All | +1,219.2% | +345.0% | +874.3% | +159.5% |
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