+1,486.0%
DEC vs VT
+73.6%
+1,412.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -6.5% | -1.6% | -4.9% | -7.2% |
| 30D | +1.6% | -2.5% | +4.1% | +0.6% |
| 3M | +2.6% | -1.3% | +3.9% | +2.2% |
| 6M | -13.8% | +3.1% | -16.9% | -11.8% |
| YTD | +0.2% | +10.9% | -10.8% | +6.6% |
| 1Y | +17.0% | +12.1% | +4.9% | +25.0% |
| All | +1,486.0% | +73.6% | +1,412.5% | +90,588.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling