+336.5%
DGRO vs VT
+226.6%
+109.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | +5.5% | -3.1% | +8.6% | +8.3% |
| 3M | +2.9% | -3.5% | +6.4% | +6.0% |
| 6M | +12.8% | +0.5% | +12.3% | +11.6% |
| YTD | +19.1% | +10.8% | +8.3% | +7.7% |
| 1Y | +22.2% | +11.9% | +10.4% | +9.5% |
| 3Y | +75.3% | +73.0% | +2.3% | +4.8% |
| 5Y | +69.6% | +58.6% | +11.0% | +9.1% |
| 10Y | +265.9% | +219.2% | +46.8% | +23.6% |
| All | +336.5% | +226.6% | +109.9% | +43.4% |
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