+57.5%
DOGG vs VT
+83.6%
-26.1%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.2% |
| 7D | +4.9% | -0.3% | +5.2% | +5.0% |
| 30D | +12.5% | -1.4% | +13.9% | +13.0% |
| 3M | +8.0% | -1.4% | +9.3% | +8.5% |
| 6M | +14.5% | +5.5% | +9.1% | +11.4% |
| YTD | +20.1% | +12.8% | +7.3% | +12.8% |
| 1Y | +27.0% | +15.4% | +11.6% | +17.9% |
| 3Y | +55.8% | +76.9% | -21.1% | +7.4% |
| All | +57.5% | +83.6% | -26.1% | +5.6% |
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