-97.7%
DCGO vs VT
+58.5%
-156.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.2% |
| 7D | -7.8% | +2.9% | -10.7% | -11.2% |
| 30D | -26.2% | -2.5% | -23.7% | -23.2% |
| 3M | -66.4% | -3.3% | -63.1% | -64.5% |
| 6M | -62.2% | +1.5% | -63.7% | -62.6% |
| YTD | -74.4% | +11.4% | -85.7% | -77.7% |
| 1Y | -79.3% | +11.9% | -91.2% | -82.0% |
| 3Y | -96.1% | +73.9% | -169.9% | -98.1% |
| 5Y | -97.7% | +57.9% | -155.6% | -98.5% |
| All | -97.7% | +58.5% | -156.2% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling