-90.3%
DXF price history and return analytics
+11.9%
-102.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.4% |
| 7D | 0.0% | +2.4% | -2.4% | -2.3% |
| 30D | -43.5% | -1.5% | -42.0% | -42.3% |
| 3M | -50.9% | -4.1% | -46.8% | -48.6% |
| 6M | -65.8% | +0.6% | -66.3% | -65.3% |
| YTD | -83.0% | +11.0% | -94.0% | -85.6% |
| 1Y | -90.3% | +13.3% | -103.6% | -91.8% |
| All | -90.3% | +11.9% | -102.2% | -91.8% |
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