+35.5%
DESK price history and return analytics
+77.8%
-42.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -3.1% | -1.1% | -2.0% | -2.1% |
| 30D | -4.9% | -1.0% | -3.9% | -4.0% |
| 3M | -4.1% | +3.2% | -7.2% | -7.3% |
| 6M | +19.5% | +12.5% | +7.0% | +5.0% |
| YTD | +9.7% | +14.1% | -4.4% | -5.4% |
| 1Y | -5.1% | +18.9% | -24.0% | -22.1% |
| All | +35.5% | +77.8% | -42.4% | -43.5% |
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