-99.0%
DXST vs VT
+28.3%
-127.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.6% | +0.4% |
| 7D | -10.4% | -4.2% | -6.3% | -5.3% |
| 30D | -47.4% | -5.8% | -41.6% | -43.2% |
| 3M | -60.2% | -5.2% | -55.0% | -57.4% |
| 6M | -47.2% | +0.1% | -47.3% | -47.2% |
| YTD | -97.0% | +8.2% | -105.3% | -97.2% |
| 1Y | -96.4% | +10.1% | -106.5% | -96.6% |
| All | -99.0% | +28.3% | -127.2% | -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