+53.9%
DGICA price history and return analytics
+72.7%
-18.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +1.6% |
| 7D | -0.8% | -2.0% | +1.2% | -0.3% |
| 30D | +3.1% | -1.4% | +4.5% | +3.5% |
| 3M | +11.3% | +4.7% | +6.5% | +9.5% |
| 6M | +16.1% | +11.4% | +4.8% | +11.4% |
| YTD | -0.6% | +13.1% | -13.6% | -5.3% |
| 1Y | +5.0% | +19.0% | -14.0% | -2.2% |
| All | +53.9% | +72.7% | -18.8% | +20.6% |
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