+7.8%
DEED vs VT
+146.5%
-138.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +1.0% | -2.3% | +3.3% | +1.1% |
| 30D | +3.6% | -5.0% | +8.5% | +3.8% |
| 3M | +0.4% | -4.9% | +5.3% | +0.6% |
| 6M | +0.2% | -1.5% | +1.7% | +0.3% |
| YTD | +0.8% | +8.5% | -7.7% | +0.3% |
| 1Y | +1.9% | +11.4% | -9.5% | +1.3% |
| 3Y | +22.4% | +70.1% | -47.7% | +18.9% |
| 5Y | +0.9% | +53.7% | -52.8% | -2.2% |
| All | +7.8% | +146.5% | -138.7% | +5.4% |
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