+134.2%
DTE price history and return analytics
+229.8%
-95.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.9% |
| 7D | -2.6% | -1.1% | -1.5% | -1.9% |
| 30D | -4.4% | -1.0% | -3.4% | -3.8% |
| 3M | -8.3% | +3.2% | -11.5% | -10.3% |
| 6M | -8.1% | +12.5% | -20.6% | -15.3% |
| YTD | +4.4% | +14.1% | -9.6% | -4.9% |
| 1Y | +0.2% | +18.9% | -18.7% | -11.4% |
| 3Y | +42.6% | +74.1% | -31.5% | -4.7% |
| 5Y | +31.5% | +66.9% | -35.4% | -10.8% |
| All | +134.2% | +229.8% | -95.6% | -8.5% |
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 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