+60.6%
DGICB vs VT
+224.7%
-164.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +6.8% | +1.0% | +5.8% | +6.7% |
| 30D | +3.1% | -0.2% | +3.3% | +3.1% |
| 3M | +30.3% | +4.5% | +25.7% | +29.9% |
| 6M | +63.2% | +14.1% | +49.1% | +61.5% |
| YTD | +43.7% | +14.8% | +29.0% | +42.2% |
| 1Y | +53.7% | +21.2% | +32.5% | +51.4% |
| 3Y | +100.8% | +76.6% | +24.2% | +94.3% |
| 5Y | +103.2% | +66.6% | +36.6% | +96.5% |
| All | +60.6% | +224.7% | -164.1% | +66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling