+154.6%
DGICB vs VT
+374.2%
-219.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +6.8% | +0.4% | +6.4% | +6.8% |
| 30D | +4.7% | +1.0% | +3.7% | +4.6% |
| 3M | +30.3% | +2.4% | +27.9% | +30.1% |
| 6M | +59.3% | +12.0% | +47.3% | +58.0% |
| YTD | +43.7% | +15.3% | +28.4% | +42.3% |
| 1Y | +72.7% | +22.6% | +50.2% | +70.3% |
| 3Y | +100.6% | +74.7% | +26.0% | +93.9% |
| 5Y | +100.5% | +66.1% | +34.3% | +93.9% |
| 10Y | +110.6% | +225.0% | -114.4% | +97.1% |
| All | +154.6% | +374.2% | -219.6% | +131.0% |
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