+16.2%
DX price history and return analytics
+53.4%
-37.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +0.3% | -2.3% | +2.6% | +2.1% |
| 30D | +2.6% | -5.0% | +7.6% | +6.8% |
| 3M | -13.0% | -4.9% | -8.1% | -9.5% |
| 6M | -13.2% | -1.5% | -11.6% | -12.4% |
| YTD | -11.9% | +8.5% | -20.4% | -18.0% |
| 1Y | -6.4% | +11.4% | -17.8% | -14.8% |
| 3Y | +50.8% | +70.1% | -19.3% | -6.3% |
| All | +16.2% | +53.4% | -37.2% | -24.9% |
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