-38.5%
DG vs VIG
+62.2%
-100.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.3% |
| 7D | -4.8% | -1.2% | -3.7% | -4.1% |
| 30D | +1.8% | -2.8% | +4.6% | +3.6% |
| 3M | +14.5% | +2.5% | +12.0% | +12.8% |
| 6M | -13.6% | +8.1% | -21.6% | -17.4% |
| YTD | -4.8% | +9.6% | -14.4% | -9.7% |
| 1Y | +21.6% | +14.2% | +7.4% | +12.7% |
| 3Y | +4.5% | +56.1% | -51.6% | -23.1% |
| 5Y | -38.5% | +62.8% | -101.3% | -56.1% |
| All | -38.5% | +62.2% | -100.7% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling