+33.0%
DGRS vs VT
+53.4%
-20.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.8% | -2.3% | +0.5% | +0.4% |
| 30D | +1.0% | -5.0% | +5.9% | +5.8% |
| 3M | -6.5% | -4.9% | -1.6% | -2.1% |
| 6M | +0.5% | -1.5% | +2.0% | +1.4% |
| YTD | +16.0% | +8.5% | +7.5% | +6.2% |
| 1Y | +19.7% | +11.4% | +8.3% | +6.7% |
| 3Y | +48.6% | +70.1% | -21.5% | -11.9% |
| All | +33.0% | +53.4% | -20.4% | -14.5% |
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