+107.4%
DGICB price history and return analytics
+72.7%
+34.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.6% |
| 7D | +4.2% | -2.0% | +6.2% | +4.8% |
| 30D | +6.5% | -1.4% | +7.9% | +7.0% |
| 3M | +34.6% | +4.7% | +29.9% | +32.9% |
| 6M | +63.7% | +11.4% | +52.4% | +57.6% |
| YTD | +48.5% | +13.1% | +35.4% | +41.9% |
| 1Y | +57.0% | +19.0% | +38.0% | +46.6% |
| All | +107.4% | +72.7% | +34.7% | +71.2% |
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