+136.9%
VDE price history and return analytics
+368.8%
-231.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.6% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | +8.1% | -0.7% | +8.8% | +8.7% |
| 3M | +14.6% | +4.0% | +10.6% | +8.7% |
| 6M | +17.0% | +12.3% | +4.7% | +0.6% |
| YTD | +47.8% | +14.0% | +33.8% | +24.6% |
| 1Y | +53.4% | +20.3% | +33.1% | +21.5% |
| 3Y | +56.3% | +75.4% | -19.2% | -20.4% |
| 5Y | +224.6% | +66.0% | +158.6% | +73.3% |
| 10Y | +170.2% | +228.2% | -57.9% | -31.2% |
| All | +136.9% | +368.8% | -231.9% | -63.3% |
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