-4.1%
DEI price history and return analytics
+368.8%
-372.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.0% |
| 7D | -4.9% | -0.1% | -4.7% | -4.7% |
| 30D | -6.6% | -0.7% | -5.9% | -5.8% |
| 3M | -13.3% | +4.0% | -17.3% | -17.5% |
| 6M | +10.8% | +12.3% | -1.5% | -4.0% |
| YTD | +1.8% | +14.0% | -12.3% | -13.6% |
| 1Y | -28.5% | +20.3% | -48.8% | -43.0% |
| 3Y | -7.1% | +75.4% | -82.5% | -51.7% |
| 5Y | -57.4% | +66.0% | -123.4% | -76.3% |
| 10Y | -55.7% | +228.2% | -283.9% | -89.3% |
| All | -4.1% | +368.8% | -372.9% | -85.1% |
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