+147.4%
DEM price history and return analytics
+224.4%
-76.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.7% |
| 7D | -0.2% | -0.7% | +0.5% | +0.3% |
| 30D | -4.3% | -1.7% | -2.5% | -3.0% |
| 3M | -1.1% | -2.3% | +1.2% | +0.8% |
| 6M | -0.3% | +1.5% | -1.8% | -1.7% |
| YTD | +17.3% | +12.0% | +5.3% | +6.6% |
| 1Y | +17.7% | +12.9% | +4.8% | +6.1% |
| 3Y | +62.5% | +74.9% | -12.4% | +0.3% |
| 5Y | +61.6% | +59.9% | +1.7% | +7.1% |
| 10Y | +147.4% | +224.6% | -77.2% | -22.6% |
| All | +147.4% | +224.4% | -76.9% | -22.6% |
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