+656.8%
DTE price history and return analytics
+371.8%
+285.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +0.9% | +1.0% | -0.1% | +0.3% |
| 30D | -1.9% | -0.2% | -1.6% | -1.8% |
| 3M | -3.3% | +4.5% | -7.9% | -6.1% |
| 6M | -7.1% | +14.1% | -21.2% | -14.7% |
| YTD | +8.1% | +14.8% | -6.7% | -1.2% |
| 1Y | +5.3% | +21.2% | -15.9% | -7.1% |
| 3Y | +48.2% | +76.6% | -28.4% | +2.3% |
| 5Y | +33.2% | +66.6% | -33.4% | -6.0% |
| 10Y | +137.5% | +222.3% | -84.8% | +10.7% |
| All | +656.8% | +371.8% | +285.0% | +129.8% |
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