+226.2%
DGP vs VT
+53.4%
+172.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | +6.9% | -2.3% | +9.2% | +8.1% |
| 30D | -11.1% | -5.0% | -6.2% | -8.7% |
| 3M | -10.8% | -4.9% | -5.9% | -8.3% |
| 6M | -29.3% | -1.5% | -27.8% | -28.3% |
| YTD | -20.2% | +8.5% | -28.7% | -21.7% |
| 1Y | -8.1% | +11.4% | -19.5% | -10.4% |
| 3Y | +213.8% | +70.1% | +143.7% | +177.5% |
| All | +226.2% | +53.4% | +172.8% | +173.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling