+315.3%
DGP vs VT
+74.2%
+241.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.4% |
| 7D | +1.6% | -0.1% | +1.8% | +1.8% |
| 30D | +6.0% | -0.7% | +6.7% | +6.7% |
| 3M | +9.7% | +4.0% | +5.7% | +6.6% |
| 6M | -27.1% | +12.3% | -39.4% | -32.4% |
| YTD | +0.9% | +14.0% | -13.1% | -6.8% |
| 1Y | +36.0% | +20.3% | +15.7% | +22.8% |
| All | +315.3% | +74.2% | +241.1% | +234.8% |
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