-90.3%
DXF price history and return analytics
+10.5%
-100.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.2% | +12.8% | +12.8% |
| 7D | 0.0% | -2.3% | +2.3% | +2.9% |
| 30D | -49.0% | -5.0% | -44.1% | -46.0% |
| 3M | -45.8% | -4.9% | -41.0% | -42.9% |
| 6M | -48.0% | -1.5% | -46.5% | -46.3% |
| YTD | -83.0% | +8.5% | -91.5% | -85.1% |
| 1Y | -90.3% | +11.4% | -101.7% | -91.7% |
| All | -90.3% | +10.5% | -100.8% | -91.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling