-99.1%
DXF price history and return analytics
+31.2%
-130.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.6% | -9.4% | -9.1% |
| 7D | +17.4% | +2.9% | +14.5% | +12.7% |
| 30D | -43.7% | -2.5% | -41.2% | -41.3% |
| 3M | -50.9% | -3.3% | -47.6% | -48.3% |
| 6M | -54.2% | +1.5% | -55.8% | -55.0% |
| YTD | -82.4% | +11.4% | -93.7% | -85.3% |
| 1Y | -90.2% | +11.9% | -102.1% | -91.8% |
| All | -99.1% | +31.2% | -130.3% | -99.1% |
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