-1.8%
DEO price history and return analytics
+221.4%
-223.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -3.2% | +1.0% | -4.3% | -3.9% |
| 30D | -9.6% | -0.2% | -9.3% | -9.4% |
| 3M | +8.6% | +4.5% | +4.1% | +4.9% |
| 6M | +7.6% | +14.1% | -6.5% | -2.6% |
| YTD | +2.0% | +14.8% | -12.7% | -8.3% |
| 1Y | -15.1% | +21.2% | -36.3% | -26.8% |
| 3Y | -41.5% | +76.6% | -118.0% | -62.4% |
| 5Y | -48.9% | +66.6% | -115.5% | -65.9% |
| 10Y | -1.8% | +222.3% | -224.1% | -60.9% |
| All | -1.8% | +221.4% | -223.2% | -60.9% |
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 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