+45.7%
DTE vs VT
+57.0%
-11.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +3.4% | +2.4% | +1.1% | +2.6% |
| 30D | +8.9% | -1.5% | +10.4% | +9.4% |
| 3M | +1.1% | -4.1% | +5.2% | +2.5% |
| 6M | +0.1% | +0.6% | -0.5% | -0.4% |
| YTD | +11.1% | +11.0% | 0.0% | +6.1% |
| 1Y | +4.9% | +13.3% | -8.4% | -0.6% |
| 3Y | +58.6% | +73.4% | -14.8% | +23.4% |
| All | +45.7% | +57.0% | -11.4% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling