-55.6%
DEI vs VT
+217.6%
-273.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.1% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +2.1% | -3.1% | +5.2% | +5.5% |
| 3M | -11.6% | -3.5% | -8.1% | -8.2% |
| 6M | -16.2% | +0.5% | -16.6% | -17.1% |
| YTD | -3.7% | +10.8% | -14.5% | -14.7% |
| 1Y | -11.8% | +11.9% | -23.7% | -22.7% |
| 3Y | +5.3% | +73.0% | -67.7% | -42.0% |
| 5Y | -63.4% | +58.6% | -122.1% | -77.8% |
| 10Y | -55.6% | +219.2% | -274.8% | -85.5% |
| All | -55.6% | +217.6% | -273.2% | -85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling