-98.9%
DXST vs VT
+33.7%
-132.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.7% | +5.2% | +4.8% |
| 7D | -3.6% | -0.3% | -3.3% | -2.9% |
| 30D | -49.1% | -1.4% | -47.6% | -47.9% |
| 3M | -60.1% | -1.4% | -58.8% | -59.4% |
| 6M | -40.7% | +5.5% | -46.1% | -44.3% |
| YTD | -96.9% | +12.8% | -109.7% | -97.2% |
| 1Y | -96.3% | +15.4% | -111.8% | -96.7% |
| All | -98.9% | +33.7% | -132.6% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling