+135.1%
VGT vs DAR
-6.7%
+141.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.6% | -0.7% |
| 7D | -1.0% | +0.9% | -2.0% | -1.2% |
| 30D | -0.4% | +6.4% | -6.9% | -1.9% |
| 3M | +6.6% | +13.2% | -6.6% | +3.4% |
| 6M | +31.0% | +26.2% | +4.9% | +23.6% |
| YTD | +27.2% | +84.4% | -57.1% | +10.0% |
| 1Y | +34.5% | +112.0% | -77.6% | +11.8% |
| 3Y | +123.1% | +13.4% | +109.8% | +111.0% |
| 5Y | +135.1% | -6.0% | +141.1% | +124.1% |
| All | +135.1% | -6.7% | +141.8% | +124.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling