+847.2%
DEC vs VT
+85.5%
+761.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -6.5% | -1.6% | -4.9% | -6.3% |
| 30D | +1.6% | -2.5% | +4.1% | +2.0% |
| 3M | +2.6% | -1.3% | +3.9% | +2.8% |
| 6M | -13.8% | +3.1% | -16.9% | -14.3% |
| YTD | +0.2% | +10.9% | -10.8% | -2.2% |
| 1Y | +17.0% | +12.1% | +4.9% | +14.0% |
| 3Y | +1,415.6% | +73.9% | +1,341.7% | +1,271.7% |
| 5Y | +780.0% | +58.0% | +722.0% | +716.8% |
| All | +847.2% | +85.5% | +761.7% | +761.8% |
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