+85.1%
DEHP vs VT
+88.5%
-3.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.6% | +0.4% | +1.1% | +1.1% |
| 30D | +4.3% | +1.0% | +3.4% | +3.4% |
| 3M | -1.4% | +2.4% | -3.8% | -3.1% |
| 6M | +20.5% | +12.0% | +8.5% | +9.6% |
| YTD | +31.5% | +15.3% | +16.2% | +16.9% |
| 1Y | +47.5% | +22.6% | +24.9% | +24.7% |
| 3Y | +90.4% | +74.7% | +15.7% | +20.3% |
| All | +85.1% | +88.5% | -3.4% | +9.5% |
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