+96.7%
DGX price history and return analytics
+74.2%
+22.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | -0.9% | -1.1% | +0.2% | -0.7% |
| 30D | -1.2% | -1.0% | -0.2% | -1.0% |
| 3M | +15.8% | +3.2% | +12.6% | +15.0% |
| 6M | +18.2% | +12.5% | +5.7% | +14.5% |
| YTD | +37.2% | +14.1% | +23.1% | +32.3% |
| 1Y | +30.4% | +18.9% | +11.4% | +23.9% |
| 3Y | +96.7% | +74.1% | +22.6% | +66.5% |
| All | +96.7% | +74.2% | +22.5% | +66.5% |
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 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