+74.2%
DIG vs VT
+215.5%
-141.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.3% |
| 7D | -22.7% | -2.3% | -20.4% | -19.5% |
| 30D | -6.7% | -5.0% | -1.8% | +1.7% |
| 3M | +10.2% | -4.9% | +15.1% | +19.0% |
| 6M | +13.3% | -1.5% | +14.9% | +11.0% |
| YTD | +79.3% | +8.5% | +70.8% | +38.4% |
| 1Y | +84.8% | +11.4% | +73.4% | +34.6% |
| 3Y | +78.4% | +70.1% | +8.3% | -47.8% |
| 5Y | +230.6% | +53.7% | +176.9% | +22.9% |
| All | +74.2% | +215.5% | -141.3% | -81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling