+7.2%
DG vs VIG
+57.1%
-49.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.7% |
| 7D | -2.5% | -0.4% | -2.0% | -2.3% |
| 30D | +1.0% | -2.1% | +3.1% | +1.9% |
| 3M | +20.3% | +3.3% | +17.0% | +18.8% |
| 6M | -11.7% | +9.3% | -21.0% | -14.5% |
| YTD | -2.3% | +10.1% | -12.5% | -5.6% |
| 1Y | +20.0% | +14.7% | +5.3% | +15.0% |
| 3Y | +7.2% | +56.9% | -49.7% | -15.7% |
| All | +7.2% | +57.1% | -49.8% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling