+399.2%
DXJ price history and return analytics
+221.8%
+177.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +5.4% | +2.4% | +3.0% | +3.3% |
| 30D | -1.1% | -1.5% | +0.4% | +0.3% |
| 3M | -2.3% | -4.1% | +1.8% | +1.4% |
| 6M | +4.7% | +0.6% | +4.2% | +4.2% |
| YTD | +24.6% | +11.0% | +13.5% | +13.6% |
| 1Y | +31.2% | +13.3% | +17.8% | +17.5% |
| 3Y | +114.0% | +73.4% | +40.6% | +33.3% |
| 5Y | +222.3% | +57.4% | +164.8% | +117.5% |
| All | +399.2% | +221.8% | +177.5% | +62.8% |
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 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