-5.5%
DOX price history and return analytics
+221.8%
-227.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | +6.4% | +2.4% | +4.1% | +4.7% |
| 30D | -24.4% | -1.5% | -22.9% | -24.2% |
| 3M | -22.9% | -4.1% | -18.8% | -21.3% |
| 6M | -23.7% | +0.6% | -24.2% | -25.0% |
| YTD | -42.7% | +11.0% | -53.7% | -47.8% |
| 1Y | -39.6% | +13.3% | -53.0% | -45.8% |
| 3Y | -38.8% | +73.4% | -112.2% | -60.1% |
| 5Y | -31.7% | +57.4% | -89.1% | -52.4% |
| All | -5.5% | +221.8% | -227.3% | -63.0% |
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