+71.5%
DGXX vs VT
+88.0%
-16.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.7% |
| 7D | +14.3% | +1.0% | +13.3% | +11.2% |
| 30D | 0.0% | -0.2% | +0.2% | +1.2% |
| 3M | -38.5% | +4.5% | -43.1% | -44.8% |
| 6M | +43.8% | +14.1% | +29.7% | +6.3% |
| YTD | +53.3% | +14.8% | +38.6% | +11.8% |
| 1Y | +76.9% | +21.2% | +55.7% | +11.7% |
| 3Y | +291.0% | +76.6% | +214.4% | -7.4% |
| 5Y | -24.2% | +66.6% | -90.8% | -71.3% |
| All | +71.5% | +88.0% | -16.5% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling