+374.9%
V vs DE
+867.0%
-492.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -3.0% | -2.4% | -0.7% | -2.2% |
| 30D | +1.2% | +9.7% | -8.5% | -2.2% |
| 3M | +13.9% | +21.4% | -7.5% | +5.8% |
| 6M | +17.2% | +15.0% | +2.2% | +10.3% |
| YTD | +5.3% | +46.4% | -41.1% | -10.2% |
| 1Y | +9.5% | +45.6% | -36.2% | -6.8% |
| 3Y | +51.9% | +76.8% | -24.9% | +17.2% |
| 5Y | +69.6% | +99.4% | -29.8% | +19.7% |
| All | +374.9% | +867.0% | -492.1% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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