+407.5%
VUG vs DAR
+307.1%
+100.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.7% |
| 7D | +4.4% | +9.2% | -4.8% | +2.3% |
| 30D | -7.3% | -12.3% | +4.9% | -4.6% |
| 3M | -4.2% | -12.7% | +8.5% | -1.7% |
| 6M | -1.6% | -12.8% | +11.2% | +0.7% |
| YTD | +4.9% | +53.8% | -48.9% | -6.9% |
| 1Y | +3.8% | +60.3% | -56.5% | -9.0% |
| 3Y | +79.4% | +31.7% | +47.7% | +57.9% |
| 5Y | +63.9% | -27.7% | +91.7% | +65.9% |
| All | +407.5% | +307.1% | +100.4% | +195.2% |
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