+25.3%
DG vs VIG
+16.9%
+8.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +2.0% |
| 7D | +8.4% | -0.4% | +8.8% | +8.9% |
| 30D | +4.9% | -1.0% | +5.9% | +6.0% |
| 3M | +29.3% | +2.8% | +26.6% | +25.2% |
| 6M | -11.3% | +8.2% | -19.5% | -18.7% |
| YTD | +1.8% | +11.0% | -9.3% | -9.0% |
| 1Y | +25.3% | +16.1% | +9.2% | +9.4% |
| All | +25.3% | +16.9% | +8.5% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling