+163.4%
DEM price history and return analytics
+374.2%
-210.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.2% | +0.4% | +2.8% | +2.8% |
| 30D | +5.0% | +1.0% | +4.0% | +4.1% |
| 3M | +4.0% | +2.4% | +1.7% | +1.8% |
| 6M | +15.9% | +12.0% | +3.9% | +4.2% |
| YTD | +24.5% | +15.3% | +9.1% | +8.9% |
| 1Y | +29.8% | +22.6% | +7.2% | +7.1% |
| 3Y | +70.1% | +74.7% | -4.6% | -0.6% |
| 5Y | +67.4% | +66.1% | +1.2% | +0.9% |
| 10Y | +152.0% | +225.0% | -73.0% | -22.2% |
| All | +163.4% | +374.2% | -210.8% | -40.9% |
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