-72.2%
DGNX vs VT
+35.1%
-107.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +16.2% | -0.1% | +16.3% | +16.3% |
| 30D | -8.9% | -0.7% | -8.3% | -8.2% |
| 3M | +53.4% | +4.0% | +49.4% | +47.9% |
| 6M | -66.5% | +12.3% | -78.8% | -70.4% |
| YTD | -95.3% | +14.0% | -109.3% | -95.8% |
| 1Y | -97.5% | +20.3% | -117.8% | -97.9% |
| All | -72.2% | +35.1% | -107.4% | -72.3% |
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