+98.2%
DG price history and return analytics
+229.7%
-131.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.3% |
| 7D | -4.8% | -0.1% | -4.7% | -4.7% |
| 30D | +1.8% | -0.7% | +2.4% | +2.1% |
| 3M | +14.5% | +4.0% | +10.5% | +12.1% |
| 6M | -13.6% | +12.3% | -25.8% | -18.6% |
| YTD | -4.8% | +14.0% | -18.9% | -11.1% |
| 1Y | +21.6% | +20.3% | +1.3% | +10.5% |
| 3Y | +4.5% | +75.4% | -71.0% | -23.6% |
| 5Y | -38.5% | +66.0% | -104.4% | -54.0% |
| All | +98.2% | +229.7% | -131.5% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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