+775.9%
DEC price history and return analytics
+53.4%
+722.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -12.0% | -2.3% | -9.7% | -11.7% |
| 30D | -9.5% | -5.0% | -4.5% | -8.7% |
| 3M | -4.0% | -4.9% | +0.9% | -3.2% |
| 6M | -14.0% | -1.5% | -12.4% | -13.8% |
| YTD | -6.7% | +8.5% | -15.2% | -8.7% |
| 1Y | +0.2% | +11.4% | -11.2% | -2.6% |
| 3Y | +1,376.7% | +70.1% | +1,306.7% | +1,222.1% |
| All | +775.9% | +53.4% | +722.5% | +789.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling