+854.9%
DEC price history and return analytics
+87.4%
+767.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.4% |
| 7D | +3.2% | -0.7% | +3.8% | +3.3% |
| 30D | -2.9% | -1.7% | -1.1% | -2.6% |
| 3M | -4.3% | -2.3% | -2.0% | -4.0% |
| 6M | -9.0% | +1.5% | -10.5% | -9.2% |
| YTD | +1.0% | +12.0% | -11.1% | -1.5% |
| 1Y | +1.5% | +12.9% | -11.4% | -1.2% |
| 3Y | +1,498.8% | +74.9% | +1,423.9% | +1,348.4% |
| 5Y | +882.1% | +59.9% | +822.2% | +809.9% |
| All | +854.9% | +87.4% | +767.5% | +767.6% |
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