+57.6%
DGRE vs VT
+66.2%
-8.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +3.0% | +0.4% | +2.5% | +2.6% |
| 30D | +5.2% | +1.0% | +4.2% | +4.3% |
| 3M | +3.2% | +2.4% | +0.8% | +1.4% |
| 6M | +21.3% | +12.0% | +9.3% | +10.8% |
| YTD | +34.1% | +15.3% | +18.7% | +19.9% |
| 1Y | +52.3% | +22.6% | +29.7% | +29.8% |
| 3Y | +93.3% | +74.7% | +18.6% | +24.6% |
| All | +57.6% | +66.2% | -8.6% | +5.3% |
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