+59.9%
VEA vs DG
-37.9%
+97.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | -1.5% | -6.5% | +5.0% | -1.0% |
| 30D | -0.8% | +4.2% | -5.0% | -1.2% |
| 3M | +2.5% | +9.5% | -7.0% | +1.6% |
| 6M | +11.1% | -13.1% | +24.3% | +12.0% |
| YTD | +17.2% | -4.8% | +22.0% | +17.3% |
| 1Y | +24.5% | +20.6% | +3.9% | +22.3% |
| 3Y | +75.4% | +4.9% | +70.5% | +71.9% |
| All | +59.9% | -37.9% | +97.8% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 5y: compounded portfolio wealth divided by compounded DG 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…
5y analysis · Full analysis span regression · 6 months rolling