-88.6%
DXF vs VT
+13.3%
-101.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +4.9% | +4.8% |
| 7D | +18.8% | -0.7% | +19.5% | +19.9% |
| 30D | -39.4% | -1.7% | -37.6% | -38.1% |
| 3M | -44.0% | -2.3% | -41.7% | -42.5% |
| 6M | -27.6% | +1.5% | -29.1% | -27.6% |
| YTD | -80.6% | +12.0% | -92.6% | -83.6% |
| 1Y | -88.6% | +12.9% | -101.4% | -90.4% |
| All | -88.6% | +13.3% | -101.8% | -90.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling