+60.6%
DGICB vs VT
+222.7%
-162.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +4.0% | -0.1% | +4.2% | +4.0% |
| 30D | +3.1% | -0.7% | +3.8% | +3.1% |
| 3M | +30.3% | +4.0% | +26.3% | +29.9% |
| 6M | +63.2% | +12.3% | +50.9% | +61.7% |
| YTD | +43.7% | +14.0% | +29.7% | +42.2% |
| 1Y | +52.0% | +20.3% | +31.7% | +49.8% |
| 3Y | +100.8% | +75.4% | +25.3% | +94.4% |
| 5Y | +103.2% | +66.0% | +37.2% | +96.6% |
| 10Y | +60.6% | +228.2% | -167.6% | +66.7% |
| All | +60.6% | +222.7% | -162.1% | +66.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling