+50.0%
DOW vs VG
+63.8%
-13.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +5.2% | +14.0% | -8.7% | +2.4% |
| 30D | +13.2% | -1.0% | +14.2% | +12.9% |
| 3M | +10.1% | -2.7% | +12.8% | +9.8% |
| 6M | -13.1% | +1.5% | -14.6% | -14.8% |
| YTD | +46.1% | +93.7% | -47.6% | +36.6% |
| 1Y | +50.0% | +68.5% | -18.5% | +37.9% |
| All | +50.0% | +63.8% | -13.7% | +37.9% |
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