+514.4%
DXJ price history and return analytics
+346.0%
+168.4%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -3.4% | -2.3% | -1.1% | -1.5% |
| 30D | -7.0% | -5.0% | -2.1% | -3.1% |
| 3M | -4.7% | -4.9% | +0.2% | -0.7% |
| 6M | +3.0% | -1.5% | +4.6% | +4.4% |
| YTD | +18.2% | +8.5% | +9.7% | +10.7% |
| 1Y | +26.6% | +11.4% | +15.3% | +16.1% |
| 3Y | +103.6% | +70.1% | +33.5% | +33.6% |
| 5Y | +205.2% | +53.7% | +151.4% | +114.7% |
| 10Y | +408.2% | +220.0% | +188.3% | +100.6% |
| All | +514.4% | +346.0% | +168.4% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling