-24.6%
DGXX vs VT
+63.7%
-88.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -0.3% |
| 7D | -0.5% | -2.0% | +1.5% | +5.1% |
| 30D | -2.4% | -1.4% | -1.0% | +2.1% |
| 3M | -38.2% | +4.7% | -43.0% | -44.4% |
| 6M | +34.5% | +11.4% | +23.2% | +7.3% |
| YTD | +45.1% | +13.1% | +32.0% | +11.5% |
| 1Y | +40.2% | +19.0% | +21.1% | -5.5% |
| 3Y | +270.0% | +73.9% | +196.1% | -2.5% |
| 5Y | -24.6% | +65.4% | -90.0% | -67.7% |
| All | -24.6% | +63.7% | -88.2% | -67.7% |
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