+5.7%
DEED vs VT
+152.3%
-146.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -2.0% | +2.4% | -4.3% | -2.1% |
| 30D | +0.8% | -1.5% | +2.3% | +0.9% |
| 3M | -2.1% | -4.1% | +2.0% | -1.9% |
| 6M | -1.3% | +0.6% | -1.9% | -1.4% |
| YTD | -1.2% | +11.0% | -12.2% | -1.8% |
| 1Y | -0.2% | +13.3% | -13.6% | -0.9% |
| 3Y | +20.3% | +73.4% | -53.1% | +16.8% |
| 5Y | -0.6% | +57.4% | -58.0% | -3.8% |
| All | +5.7% | +152.3% | -146.6% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling