+207.5%
DEUS vs VT
+224.4%
-16.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.5% |
| 7D | -0.2% | -0.7% | +0.5% | +0.4% |
| 30D | +5.5% | -1.7% | +7.2% | +7.1% |
| 3M | +1.5% | -2.3% | +3.8% | +3.5% |
| 6M | +9.1% | +1.5% | +7.6% | +6.8% |
| YTD | +18.9% | +12.0% | +6.8% | +5.4% |
| 1Y | +19.9% | +12.9% | +7.1% | +5.6% |
| 3Y | +65.8% | +74.9% | -9.1% | -6.5% |
| 5Y | +55.6% | +59.9% | -4.3% | -4.0% |
| 10Y | +207.5% | +224.6% | -17.1% | -5.6% |
| All | +207.5% | +224.4% | -16.9% | -5.6% |
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