+397.2%
DES price history and return analytics
+364.8%
+32.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.2% |
| 7D | -1.7% | -2.0% | +0.3% | +0.3% |
| 30D | -3.7% | -1.4% | -2.3% | -2.3% |
| 3M | +1.7% | +4.7% | -3.1% | -3.2% |
| 6M | +11.9% | +11.4% | +0.6% | -0.2% |
| YTD | +19.7% | +13.1% | +6.6% | +5.1% |
| 1Y | +19.8% | +19.0% | +0.7% | -0.2% |
| 3Y | +49.0% | +73.9% | -24.9% | -15.1% |
| 5Y | +46.7% | +65.4% | -18.7% | -12.7% |
| 10Y | +114.3% | +225.4% | -111.1% | -34.1% |
| All | +397.2% | +364.8% | +32.4% | +7.4% |
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