-88.5%
DXF price history and return analytics
+13.3%
-101.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.1% | +6.0% | +5.9% |
| 7D | +20.0% | -0.7% | +20.7% | +21.1% |
| 30D | -38.8% | -1.7% | -37.0% | -37.5% |
| 3M | -43.4% | -2.3% | -41.1% | -42.0% |
| 6M | -26.8% | +1.5% | -28.3% | -26.8% |
| YTD | -80.4% | +12.0% | -92.4% | -83.5% |
| 1Y | -88.5% | +12.9% | -101.3% | -90.3% |
| All | -88.5% | +13.3% | -101.7% | -90.3% |
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