+102.1%
DGX vs VT
+69.7%
+32.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.5% | -2.3% | +3.8% | +2.0% |
| 30D | +12.6% | -5.0% | +17.5% | +13.7% |
| 3M | +7.6% | -4.9% | +12.5% | +8.6% |
| 6M | +36.2% | -1.5% | +37.8% | +36.3% |
| YTD | +49.8% | +8.5% | +41.3% | +45.6% |
| 1Y | +47.3% | +11.4% | +35.9% | +42.0% |
| 3Y | +102.1% | +70.1% | +32.0% | +63.5% |
| All | +102.1% | +69.7% | +32.3% | +63.5% |
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