+102.2%
DGRE vs VT
+215.5%
-113.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | -2.9% | -2.3% | -0.6% | -0.7% |
| 30D | -12.2% | -5.0% | -7.2% | -7.8% |
| 3M | -8.5% | -4.9% | -3.7% | -4.0% |
| 6M | -9.3% | -1.5% | -7.7% | -7.2% |
| YTD | +16.1% | +8.5% | +7.6% | +9.3% |
| 1Y | +21.9% | +11.4% | +10.5% | +12.1% |
| 3Y | +67.7% | +70.1% | -2.3% | +5.3% |
| 5Y | +44.2% | +53.7% | -9.5% | -1.3% |
| All | +102.2% | +215.5% | -113.4% | -35.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling