+10.7%
DIA vs VG
+48.6%
-37.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -0.9% | -22.0% | +21.1% | -2.1% |
| 30D | +0.3% | -11.6% | +11.9% | -0.2% |
| 3M | -4.5% | -14.9% | +10.4% | -5.0% |
| 6M | +3.4% | -3.5% | +6.9% | +3.6% |
| YTD | +7.8% | +70.0% | -62.2% | +5.4% |
| 1Y | +10.7% | +50.0% | -39.2% | +8.7% |
| All | +10.7% | +48.6% | -37.9% | +8.7% |
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