+256.8%
DXYZ price history and return analytics
+51.4%
+205.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -2.3% |
| 7D | -1.8% | -1.1% | -0.7% | +1.3% |
| 30D | +4.7% | -1.0% | +5.7% | +7.8% |
| 3M | -17.0% | +3.2% | -20.2% | -24.4% |
| 6M | +21.6% | +12.5% | +9.1% | -14.9% |
| YTD | +4.8% | +14.1% | -9.2% | -31.0% |
| 1Y | +21.1% | +18.9% | +2.2% | -30.3% |
| All | +256.8% | +51.4% | +205.4% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling