+10.2%
DIA vs VG
+63.4%
-53.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.5% | -5.0% | +0.8% |
| 7D | -1.6% | +5.5% | -7.1% | -1.4% |
| 30D | +1.3% | -3.6% | +4.9% | +1.2% |
| 3M | -2.1% | -4.0% | +1.9% | -2.1% |
| 6M | +6.2% | +9.4% | -3.2% | +7.1% |
| YTD | +10.3% | +86.6% | -76.3% | +7.5% |
| All | +10.2% | +63.4% | -53.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling