+68.0%
DGX vs VT
+66.2%
+1.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.3% | +0.4% | -2.8% | -2.5% |
| 30D | +0.6% | +1.0% | -0.4% | +0.2% |
| 3M | +21.4% | +2.4% | +19.0% | +20.2% |
| 6M | +14.7% | +12.0% | +2.7% | +9.5% |
| YTD | +38.4% | +15.3% | +23.1% | +30.4% |
| 1Y | +34.0% | +22.6% | +11.4% | +22.9% |
| 3Y | +92.7% | +74.7% | +18.0% | +49.2% |
| All | +68.0% | +66.2% | +1.8% | +25.4% |
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