+69.5%
VG vs DAR
+65.2%
+4.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.1% | +0.4% | +1.5% |
| 7D | +5.5% | +3.6% | +1.9% | +2.6% |
| 30D | -3.6% | -11.3% | +7.7% | +5.8% |
| 3M | -4.0% | -13.1% | +9.1% | +6.0% |
| 6M | +9.4% | -15.1% | +24.5% | +22.5% |
| YTD | +86.6% | +50.5% | +36.1% | +53.9% |
| 1Y | +69.5% | +57.9% | +11.6% | +35.5% |
| All | +69.5% | +65.2% | +4.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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