+630.3%
DG vs VT
+431.8%
+198.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +7.7% |
| 7D | +12.3% | -0.3% | +12.6% | +12.4% |
| 30D | +19.3% | -1.4% | +20.7% | +20.1% |
| 3M | +11.9% | -1.4% | +13.2% | +12.5% |
| 6M | +25.0% | +5.5% | +19.5% | +21.6% |
| YTD | +8.7% | +12.8% | -4.1% | +2.4% |
| 1Y | +44.7% | +15.4% | +29.3% | +34.9% |
| 3Y | +26.6% | +76.9% | -50.2% | -5.6% |
| 5Y | -31.7% | +60.4% | -92.1% | -47.0% |
| 10Y | +137.1% | +232.8% | -95.6% | +27.5% |
| All | +630.3% | +431.8% | +198.4% | +217.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling