+213.8%
DGP vs VT
+69.7%
+144.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.5% |
| 7D | +6.9% | -2.3% | +9.2% | +9.1% |
| 30D | -11.1% | -5.0% | -6.2% | -6.7% |
| 3M | -10.8% | -4.9% | -5.9% | -6.3% |
| 6M | -29.3% | -1.5% | -27.8% | -27.6% |
| YTD | -20.2% | +8.5% | -28.7% | -23.2% |
| 1Y | -8.1% | +11.4% | -19.5% | -12.6% |
| 3Y | +213.8% | +70.1% | +143.7% | +121.6% |
| All | +213.8% | +69.7% | +144.1% | +121.6% |
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 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