-14.1%
DOW vs VG
-51.4%
+37.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -1.5% |
| 7D | -4.9% | -22.0% | +17.1% | -0.6% |
| 30D | +13.6% | -14.7% | +28.3% | +16.4% |
| 3M | +9.0% | -7.1% | +16.1% | +9.6% |
| 6M | -19.9% | -11.2% | -8.7% | -19.4% |
| YTD | +41.4% | +69.8% | -28.4% | +26.9% |
| 1Y | +47.4% | +49.9% | -2.5% | +33.8% |
| All | -14.1% | -51.4% | +37.3% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling