+66.3%
DX price history and return analytics
+221.8%
-155.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | -5.7% | +2.4% | -8.1% | -7.4% |
| 30D | -5.7% | -1.5% | -4.1% | -4.6% |
| 3M | -19.3% | -4.1% | -15.2% | -16.7% |
| 6M | -17.1% | +0.6% | -17.7% | -17.7% |
| YTD | -17.0% | +11.0% | -28.0% | -23.9% |
| 1Y | -13.7% | +13.3% | -27.0% | -22.2% |
| 3Y | +46.0% | +73.4% | -27.4% | -7.5% |
| 5Y | +10.2% | +57.4% | -47.2% | -25.1% |
| All | +66.3% | +221.8% | -155.5% | -31.3% |
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 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