+104.6%
VGT vs DAR
-27.0%
+131.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.9% |
| 7D | +2.5% | +11.6% | -9.1% | +0.1% |
| 30D | -9.5% | -10.2% | +0.7% | -7.5% |
| 3M | -9.5% | -14.8% | +5.3% | -6.8% |
| 6M | -1.8% | -10.1% | +8.3% | -0.3% |
| YTD | +18.4% | +55.5% | -37.1% | +5.8% |
| 1Y | +18.7% | +61.7% | -42.9% | +5.0% |
| 3Y | +103.8% | +37.2% | +66.6% | +78.8% |
| All | +104.6% | -27.0% | +131.6% | +109.6% |
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