-97.4%
DXST vs VT
+36.7%
-134.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.5% | +0.4% | -2.0% | -2.1% |
| 30D | 0.0% | +1.0% | -1.0% | -1.2% |
| 3M | -23.1% | +2.4% | -25.5% | -25.6% |
| 6M | -49.5% | +12.0% | -61.5% | -55.5% |
| YTD | -92.5% | +15.3% | -107.9% | -93.4% |
| 1Y | -92.1% | +22.6% | -114.6% | -93.3% |
| All | -97.4% | +36.7% | -134.1% | -98.3% |
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