+490.5%
DDOG vs VIG
+124.3%
+366.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +3.2% | -2.2% | +5.5% | +6.0% |
| 30D | -10.2% | -3.2% | -6.9% | -6.7% |
| 3M | -2.6% | +3.0% | -5.6% | -6.1% |
| 6M | +80.1% | +8.1% | +72.0% | +63.3% |
| YTD | +63.0% | +9.1% | +54.0% | +46.4% |
| 1Y | +59.4% | +12.6% | +46.8% | +37.9% |
| 3Y | +127.0% | +55.4% | +71.7% | +35.4% |
| 5Y | +61.7% | +62.8% | -1.1% | -4.6% |
| All | +490.5% | +124.3% | +366.1% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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