-33.3%
DG vs VT
+53.2%
-86.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | -1.0% |
| 7D | +6.1% | -4.2% | +10.3% | +7.9% |
| 30D | +11.9% | -5.8% | +17.7% | +14.5% |
| 3M | +9.3% | -5.2% | +14.5% | +11.5% |
| 6M | +19.1% | +0.1% | +19.0% | +18.8% |
| YTD | +5.9% | +8.2% | -2.3% | +2.5% |
| 1Y | +39.8% | +10.1% | +29.7% | +34.4% |
| 3Y | +23.4% | +69.7% | -46.3% | -3.6% |
| 5Y | -33.3% | +53.4% | -86.7% | -47.9% |
| All | -33.3% | +53.2% | -86.5% | -47.9% |
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