+574.8%
DGX price history and return analytics
+368.8%
+206.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | -0.9% | -0.7% | -0.2% | -0.5% |
| 3M | +15.6% | +4.0% | +11.6% | +12.8% |
| 6M | +17.8% | +12.3% | +5.5% | +9.6% |
| YTD | +37.5% | +14.0% | +23.4% | +26.6% |
| 1Y | +31.2% | +20.3% | +10.9% | +17.0% |
| 3Y | +96.6% | +75.4% | +21.2% | +39.1% |
| 5Y | +64.9% | +66.0% | -1.0% | +19.2% |
| 10Y | +254.6% | +228.2% | +26.4% | +69.0% |
| All | +574.8% | +368.8% | +206.0% | +147.9% |
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