+1,239.6%
DE price history and return analytics
+356.5%
+883.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +0.3% | +2.4% | -2.1% | -2.2% |
| 30D | +3.6% | -1.5% | +5.1% | +5.0% |
| 3M | +10.2% | -4.1% | +14.4% | +14.8% |
| 6M | +16.6% | +0.6% | +16.0% | +15.1% |
| YTD | +45.8% | +11.0% | +34.8% | +29.1% |
| 1Y | +43.9% | +13.3% | +30.5% | +24.4% |
| 3Y | +89.6% | +73.4% | +16.2% | +2.7% |
| 5Y | +100.3% | +57.4% | +42.9% | +19.1% |
| 10Y | +760.8% | +221.7% | +539.1% | +139.2% |
| All | +1,239.6% | +356.5% | +883.1% | +156.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling