+86.3%
VUG vs DECK
-11.0%
+97.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.4% | +0.5% |
| 7D | -3.0% | +10.4% | -13.4% | -4.7% |
| 30D | -6.4% | +11.1% | -17.5% | -8.3% |
| 3M | -3.2% | -10.8% | +7.6% | -1.5% |
| 6M | +3.1% | -8.7% | +11.9% | +4.1% |
| YTD | +6.3% | -14.0% | +20.3% | +7.8% |
| 1Y | +5.2% | +12.0% | -6.9% | +0.9% |
| All | +86.3% | -11.0% | +97.3% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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