-71.9%
DGNX vs VT
+36.0%
-107.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +7.3% |
| 7D | +36.8% | +1.0% | +35.7% | +35.1% |
| 30D | +5.3% | -0.2% | +5.5% | +5.5% |
| 3M | +61.1% | +4.5% | +56.6% | +54.3% |
| 6M | -66.7% | +14.1% | -80.7% | -71.1% |
| YTD | -95.2% | +14.8% | -110.0% | -95.8% |
| 1Y | -97.5% | +21.2% | -118.7% | -97.9% |
| All | -71.9% | +36.0% | -107.9% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling