-99.0%
DXST vs VT
+31.5%
-130.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -2.0% |
| 7D | -9.8% | -1.6% | -8.2% | -7.8% |
| 30D | -58.3% | -2.5% | -55.8% | -56.8% |
| 3M | -55.3% | -1.3% | -54.0% | -54.4% |
| 6M | -48.7% | +3.1% | -51.8% | -50.5% |
| YTD | -97.1% | +10.9% | -108.0% | -97.3% |
| 1Y | -96.6% | +12.1% | -108.6% | -96.8% |
| All | -99.0% | +31.5% | -130.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling