+148.0%
DGICB vs VOO
+810.0%
-662.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.3% |
| 7D | +1.0% | -0.8% | +1.7% | +1.0% |
| 30D | +6.3% | -1.1% | +7.4% | +6.4% |
| 3M | +38.3% | +3.9% | +34.4% | +38.1% |
| 6M | +66.3% | +13.6% | +52.6% | +65.4% |
| YTD | +45.1% | +12.7% | +32.4% | +44.4% |
| 1Y | +53.5% | +17.6% | +35.9% | +52.5% |
| 3Y | +102.7% | +77.3% | +25.4% | +100.3% |
| 5Y | +105.1% | +84.1% | +21.0% | +102.8% |
| 10Y | +62.2% | +323.5% | -261.4% | +64.1% |
| All | +148.0% | +810.0% | -662.0% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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