+26.1%
DECK vs VT
+66.2%
-40.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.2% | +0.4% | -2.7% | -2.8% |
| 30D | -13.6% | +1.0% | -14.6% | -14.7% |
| 3M | -21.2% | +2.4% | -23.6% | -24.1% |
| 6M | -21.1% | +12.0% | -33.1% | -32.5% |
| YTD | -17.2% | +15.3% | -32.6% | -32.2% |
| 1Y | -30.7% | +22.6% | -53.3% | -47.9% |
| 3Y | -3.4% | +74.7% | -78.0% | -54.0% |
| All | +26.1% | +66.2% | -40.1% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling