+1,250.0%
DE price history and return analytics
+357.8%
+892.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +2.3% | +2.9% | -0.6% | -0.7% |
| 30D | +4.4% | -2.5% | +6.9% | +7.0% |
| 3M | +9.8% | -3.3% | +13.1% | +13.3% |
| 6M | +15.8% | +1.5% | +14.2% | +13.2% |
| YTD | +47.0% | +11.4% | +35.6% | +29.7% |
| 1Y | +42.8% | +11.9% | +30.9% | +25.2% |
| 3Y | +88.9% | +73.9% | +15.0% | +2.0% |
| 5Y | +101.9% | +57.9% | +44.0% | +19.6% |
| 10Y | +767.5% | +222.6% | +544.9% | +140.3% |
| All | +1,250.0% | +357.8% | +892.2% | +157.7% |
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