+77.9%
VUG vs DE
+88.0%
-10.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | -6.3% | +3.6% | -9.8% | -6.8% |
| 3M | -6.0% | +10.2% | -16.3% | -7.8% |
| 6M | -3.5% | +16.6% | -20.1% | -6.6% |
| YTD | +3.9% | +45.8% | -41.9% | -5.5% |
| 1Y | +5.1% | +43.9% | -38.8% | -4.3% |
| 3Y | +77.9% | +89.6% | -11.7% | +53.9% |
| All | +77.9% | +88.0% | -10.2% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling