+321.5%
DGRO vs VT
+240.0%
+81.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -0.1% | +1.0% | -1.1% | -1.0% |
| 3M | +4.9% | +2.4% | +2.5% | +2.4% |
| 6M | +9.1% | +12.0% | -2.9% | -1.9% |
| YTD | +15.0% | +15.3% | -0.3% | +0.6% |
| 1Y | +20.6% | +22.6% | -2.0% | -0.3% |
| 3Y | +62.5% | +74.7% | -12.1% | -3.4% |
| 5Y | +67.3% | +66.1% | +1.2% | +3.5% |
| 10Y | +253.8% | +225.0% | +28.8% | +17.7% |
| All | +321.5% | +240.0% | +81.5% | +33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling