+183.3%
DGICB vs VT
+355.4%
-172.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.7% | +6.3% |
| 7D | +13.3% | -0.1% | +13.5% | +13.3% |
| 30D | +50.5% | -3.1% | +53.6% | +50.7% |
| 3M | +14.7% | -3.5% | +18.2% | +14.9% |
| 6M | +40.8% | +0.5% | +40.3% | +40.6% |
| YTD | +60.0% | +10.8% | +49.2% | +58.7% |
| 1Y | +76.1% | +11.9% | +64.2% | +74.5% |
| 3Y | +137.0% | +73.0% | +64.0% | +129.1% |
| 5Y | +151.4% | +58.6% | +92.8% | +143.7% |
| 10Y | +126.9% | +219.2% | -92.3% | +112.6% |
| All | +183.3% | +355.4% | -172.1% | +157.5% |
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