+607.9%
DG price history and return analytics
+422.2%
+185.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.7% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | +7.9% | -3.1% | +11.0% | +9.4% |
| 3M | +12.7% | -3.5% | +16.2% | +14.6% |
| 6M | +22.4% | +0.5% | +22.0% | +21.9% |
| YTD | +5.4% | +10.8% | -5.4% | +0.1% |
| 1Y | +39.4% | +11.9% | +27.5% | +31.8% |
| 3Y | +24.1% | +73.0% | -48.9% | -6.5% |
| 5Y | -32.2% | +58.6% | -90.8% | -47.1% |
| 10Y | +111.8% | +219.2% | -107.4% | +16.0% |
| All | +607.9% | +422.2% | +185.8% | +210.2% |
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