-37.9%
DG price history and return analytics
+66.2%
-104.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | -2.5% | +1.0% | -3.5% | -2.8% |
| 30D | +1.0% | -0.2% | +1.2% | +1.1% |
| 3M | +20.3% | +4.5% | +15.8% | +18.1% |
| 6M | -11.7% | +14.1% | -25.8% | -16.3% |
| YTD | -2.3% | +14.8% | -17.1% | -7.6% |
| 1Y | +20.0% | +21.2% | -1.2% | +11.2% |
| 3Y | +7.2% | +76.6% | -69.3% | -17.2% |
| 5Y | -37.9% | +66.6% | -104.5% | -52.3% |
| All | -37.9% | +66.2% | -104.1% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling