-99.1%
DXF price history and return analytics
+31.1%
-130.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | -0.1% |
| 7D | +3.8% | +0.4% | +3.5% | +3.5% |
| 30D | -46.0% | -2.6% | -43.4% | -43.7% |
| 3M | -43.7% | -3.2% | -40.5% | -41.0% |
| 6M | -35.7% | +0.9% | -36.7% | -36.5% |
| YTD | -82.4% | +11.3% | -93.7% | -85.3% |
| 1Y | -89.6% | +14.0% | -103.6% | -91.6% |
| All | -99.1% | +31.1% | -130.2% | -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