+5.2%
VUG vs DG
+45.3%
-40.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.5% | -7.0% | +1.2% |
| 7D | -3.0% | +12.3% | -15.3% | -3.5% |
| 30D | -6.4% | +19.3% | -25.7% | -7.4% |
| 3M | -3.2% | +11.9% | -15.1% | -3.9% |
| 6M | +3.1% | +25.0% | -21.9% | +1.2% |
| YTD | +6.3% | +8.7% | -2.4% | +5.3% |
| 1Y | +5.2% | +44.7% | -39.5% | +1.1% |
| All | +5.2% | +45.3% | -40.1% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling