+297.8%
VTI vs DE
+863.9%
-566.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.9% | -2.6% | +1.7% | 0.0% |
| 30D | -1.4% | +9.0% | -10.5% | -4.7% |
| 3M | +3.6% | +19.1% | -15.5% | -3.2% |
| 6M | +13.6% | +14.4% | -0.8% | +7.2% |
| YTD | +12.9% | +45.9% | -33.0% | -3.4% |
| 1Y | +17.2% | +43.6% | -26.4% | +0.5% |
| 3Y | +75.7% | +75.9% | -0.2% | +36.8% |
| 5Y | +75.4% | +98.8% | -23.3% | +25.8% |
| All | +297.8% | +863.9% | -566.1% | +56.3% |
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