-95.1%
DCGO vs VT
+75.0%
-170.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.3% | +0.4% | +0.8% | +0.6% |
| 30D | -35.8% | +1.0% | -36.8% | -36.1% |
| 3M | -29.3% | +2.4% | -31.7% | -31.3% |
| 6M | -44.8% | +12.0% | -56.8% | -53.2% |
| YTD | -54.1% | +15.3% | -69.4% | -62.7% |
| 1Y | -73.3% | +22.6% | -95.9% | -80.1% |
| All | -95.1% | +75.0% | -170.0% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling