+112.3%
DGII vs VT
+75.0%
+37.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -8.5% | +0.4% | -8.9% | -9.1% |
| 30D | -4.7% | +1.0% | -5.6% | -6.1% |
| 3M | +0.2% | +2.4% | -2.2% | -3.3% |
| 6M | +37.3% | +12.0% | +25.3% | +15.3% |
| YTD | +60.2% | +15.3% | +44.9% | +28.1% |
| 1Y | +103.4% | +22.6% | +80.8% | +46.8% |
| All | +112.3% | +75.0% | +37.3% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling