+728.4%
VGT vs DAR
+311.7%
+416.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | +2.5% | +11.6% | -9.1% | -0.4% |
| 30D | -9.5% | -10.2% | +0.7% | -7.1% |
| 3M | -9.5% | -14.8% | +5.3% | -6.1% |
| 6M | -1.8% | -10.1% | +8.3% | +0.1% |
| YTD | +18.4% | +55.5% | -37.1% | +3.7% |
| 1Y | +18.7% | +61.7% | -42.9% | +2.8% |
| 3Y | +103.8% | +37.2% | +66.6% | +75.5% |
| 5Y | +104.4% | -26.9% | +131.3% | +106.7% |
| All | +728.4% | +311.7% | +416.7% | +356.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling