-98.3%
DXF price history and return analytics
+34.3%
-132.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.0% |
| 7D | 0.0% | -0.1% | +0.1% | +0.3% |
| 30D | -2.0% | -0.7% | -1.4% | -1.0% |
| 3M | -23.8% | +4.0% | -27.8% | -30.5% |
| 6M | -59.0% | +12.3% | -71.3% | -65.7% |
| YTD | -68.6% | +14.0% | -82.7% | -74.8% |
| 1Y | -91.6% | +20.3% | -111.9% | -94.0% |
| All | -98.3% | +34.3% | -132.7% | -98.4% |
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