+59.3%
DDEC price history and return analytics
+96.1%
-36.8%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | 0.0% | -1.4% | +1.4% | +0.5% |
| 3M | +3.2% | +4.7% | -1.5% | +1.4% |
| 6M | +7.2% | +11.4% | -4.1% | +2.8% |
| YTD | +6.9% | +13.1% | -6.1% | +1.9% |
| 1Y | +11.4% | +19.0% | -7.6% | +4.0% |
| 3Y | +41.2% | +73.9% | -32.8% | +14.7% |
| 5Y | +49.8% | +65.4% | -15.6% | +23.2% |
| All | +59.3% | +96.1% | -36.8% | +23.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling