-71.5%
DEFT vs VT
+19.8%
-91.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | +0.3% |
| 7D | -6.3% | -0.1% | -6.2% | -5.6% |
| 30D | +32.2% | -0.7% | +32.8% | +35.8% |
| 3M | +14.7% | +4.0% | +10.7% | +0.5% |
| 6M | -10.5% | +12.3% | -22.7% | -43.3% |
| YTD | -19.5% | +14.0% | -33.5% | -52.8% |
| All | -71.5% | +19.8% | -91.2% | -86.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling