+62.8%
VIG vs DAR
-6.7%
+69.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | -2.2% | +0.9% | -3.2% | -2.4% |
| 30D | -3.2% | +6.4% | -9.7% | -4.2% |
| 3M | +3.0% | +13.2% | -10.2% | +0.9% |
| 6M | +8.1% | +26.2% | -18.1% | +3.9% |
| YTD | +9.1% | +84.4% | -75.3% | -1.4% |
| 1Y | +12.6% | +112.0% | -99.5% | -0.8% |
| 3Y | +55.4% | +13.4% | +42.0% | +49.3% |
| 5Y | +62.8% | -6.0% | +68.8% | +57.3% |
| All | +62.8% | -6.7% | +69.5% | +57.3% |
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