-93.7%
DXD price history and return analytics
+223.7%
-317.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.6% | -7.0% | +0.5% |
| 7D | -2.1% | +0.4% | -2.5% | -0.7% |
| 30D | -2.9% | -2.6% | -0.3% | -6.9% |
| 3M | +6.9% | -3.2% | +10.2% | +1.7% |
| 6M | -9.5% | +0.9% | -10.4% | -5.9% |
| YTD | -14.5% | +11.3% | -25.8% | +9.1% |
| 1Y | -18.1% | +14.0% | -32.1% | +10.0% |
| 3Y | -53.9% | +75.8% | -129.8% | +57.9% |
| 5Y | -51.7% | +57.8% | -109.6% | +53.6% |
| 10Y | -93.7% | +219.8% | -313.5% | +22.4% |
| All | -93.7% | +223.7% | -317.4% | +22.4% |
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