+851.5%
DE vs VTV
+234.5%
+617.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.2% |
| 7D | -2.6% | -1.1% | -1.5% | -1.3% |
| 30D | +9.0% | -1.0% | +10.1% | +10.3% |
| 3M | +19.1% | +4.6% | +14.5% | +13.0% |
| 6M | +14.4% | +13.5% | +0.9% | -1.2% |
| YTD | +45.9% | +18.5% | +27.4% | +20.0% |
| 1Y | +43.6% | +22.9% | +20.7% | +12.9% |
| 3Y | +75.9% | +67.8% | +8.0% | -3.9% |
| 5Y | +98.8% | +81.8% | +16.9% | -0.9% |
| All | +851.5% | +234.5% | +617.0% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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