+583.4%
DG vs VT
+443.7%
+139.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.4% | +0.4% | +8.0% | +8.1% |
| 30D | +4.9% | +1.0% | +4.0% | +4.4% |
| 3M | +29.3% | +2.4% | +27.0% | +27.7% |
| 6M | -11.3% | +12.0% | -23.3% | -16.1% |
| YTD | +1.8% | +15.3% | -13.6% | -5.1% |
| 1Y | +25.3% | +22.6% | +2.8% | +13.5% |
| 3Y | +9.1% | +74.7% | -65.6% | -18.1% |
| 5Y | -34.9% | +66.1% | -101.0% | -50.3% |
| 10Y | +108.2% | +225.0% | -116.8% | +13.0% |
| All | +583.4% | +443.7% | +139.7% | +193.9% |
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 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