+7.4%
DEED vs VT
+162.0%
-154.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | 0.0% | +1.0% | -1.0% | -0.1% |
| 3M | 0.0% | +2.4% | -2.3% | -0.1% |
| 6M | -1.2% | +12.0% | -13.2% | -1.9% |
| YTD | +0.5% | +15.3% | -14.9% | -0.3% |
| 1Y | +3.1% | +22.6% | -19.5% | +1.9% |
| 3Y | +17.8% | +74.7% | -56.8% | +14.3% |
| 5Y | +0.5% | +66.1% | -65.7% | -3.0% |
| All | +7.4% | +162.0% | -154.6% | +4.7% |
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