+23.0%
DOX price history and return analytics
+229.8%
-206.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | -1.3% | -1.1% | -0.2% | -0.5% |
| 30D | +7.2% | -1.0% | +8.2% | +8.0% |
| 3M | +10.8% | +3.2% | +7.7% | +8.0% |
| 6M | -6.4% | +12.5% | -18.9% | -14.6% |
| YTD | -22.2% | +14.1% | -36.2% | -29.8% |
| 1Y | -25.6% | +18.9% | -44.5% | -35.0% |
| 3Y | -23.9% | +74.1% | -98.0% | -50.0% |
| 5Y | -11.1% | +66.9% | -77.9% | -40.2% |
| All | +23.0% | +229.8% | -206.8% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling