+96.7%
DGX vs ITOT
+75.8%
+20.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +1.5% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | -1.2% | -1.5% | +0.3% | -0.9% |
| 3M | +15.8% | +3.6% | +12.2% | +14.9% |
| 6M | +18.2% | +13.7% | +4.5% | +14.8% |
| YTD | +37.2% | +12.9% | +24.3% | +33.4% |
| 1Y | +30.4% | +17.2% | +13.2% | +25.4% |
| 3Y | +96.7% | +75.6% | +21.1% | +69.0% |
| All | +96.7% | +75.8% | +20.9% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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