-90.0%
DXF vs VT
+15.4%
-105.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -1.6% |
| 7D | -3.8% | -0.3% | -3.5% | -3.6% |
| 30D | -45.7% | -1.4% | -44.2% | -44.9% |
| 3M | -43.2% | -1.4% | -41.8% | -42.5% |
| 6M | -50.0% | +5.5% | -55.5% | -52.4% |
| YTD | -83.7% | +12.8% | -96.5% | -86.0% |
| All | -90.0% | +15.4% | -105.4% | -91.5% |
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 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