+55.5%
VIG vs DAR
+9.6%
+45.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -2.8% | +7.4% | -10.3% | -3.6% |
| 3M | +2.5% | +15.7% | -13.2% | +0.8% |
| 6M | +8.1% | +30.0% | -21.9% | +4.8% |
| YTD | +9.6% | +87.5% | -78.0% | +1.8% |
| 1Y | +14.2% | +113.4% | -99.2% | +4.2% |
| All | +55.5% | +9.6% | +45.9% | +56.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling