+589.6%
DG price history and return analytics
+411.4%
+178.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +1.1% | -2.3% | +3.4% | +2.3% |
| 30D | +9.5% | -5.0% | +14.5% | +12.1% |
| 3M | +5.5% | -4.9% | +10.3% | +7.9% |
| 6M | +16.1% | -1.5% | +17.6% | +16.7% |
| YTD | +2.7% | +8.5% | -5.8% | -1.5% |
| 1Y | +42.1% | +11.4% | +30.7% | +34.7% |
| 3Y | +19.3% | +70.1% | -50.8% | -9.4% |
| 5Y | -35.3% | +53.7% | -89.1% | -48.8% |
| 10Y | +123.9% | +220.0% | -96.0% | +22.6% |
| All | +589.6% | +411.4% | +178.2% | +205.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling