+69.8%
DEXC vs VT
+38.7%
+31.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.3% | +0.4% | +1.9% | +1.8% |
| 30D | +5.7% | +1.0% | +4.8% | +4.6% |
| 3M | -0.7% | +2.4% | -3.1% | -2.8% |
| 6M | +21.9% | +12.0% | +9.9% | +9.5% |
| YTD | +35.2% | +15.3% | +19.8% | +18.8% |
| 1Y | +51.1% | +22.6% | +28.5% | +26.6% |
| All | +69.8% | +38.7% | +31.0% | +29.0% |
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