+59.4%
DEHP vs VT
+81.9%
-22.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.1% |
| 7D | -1.6% | +0.4% | -1.9% | -1.8% |
| 30D | -11.9% | -2.6% | -9.3% | -9.3% |
| 3M | -9.9% | -3.2% | -6.7% | -6.6% |
| 6M | -13.1% | +0.9% | -14.0% | -12.9% |
| YTD | +13.3% | +11.3% | +2.0% | +4.6% |
| 1Y | +16.1% | +14.0% | +2.1% | +5.1% |
| 3Y | +68.9% | +75.8% | -6.9% | +7.3% |
| All | +59.4% | +81.9% | -22.5% | -2.0% |
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