+971.5%
DEC price history and return analytics
+92.9%
+878.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | +20.2% | +1.0% | +19.2% | +20.0% |
| 3M | +11.5% | +2.4% | +9.1% | +11.1% |
| 6M | +10.1% | +12.0% | -1.9% | +7.9% |
| YTD | +13.3% | +15.3% | -2.0% | +10.1% |
| 1Y | +7.7% | +22.6% | -14.9% | +3.0% |
| 3Y | +1,241.7% | +74.7% | +1,167.1% | +1,128.5% |
| 5Y | +928.7% | +66.1% | +862.5% | +848.8% |
| All | +971.5% | +92.9% | +878.7% | +869.4% |
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