+280.4%
DXYZ price history and return analytics
+52.3%
+228.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +6.1% |
| 7D | +8.4% | +1.0% | +7.3% | +5.1% |
| 30D | +32.3% | -0.2% | +32.5% | +33.2% |
| 3M | -12.7% | +4.5% | -17.3% | -23.5% |
| 6M | +28.7% | +14.1% | +14.6% | -13.9% |
| YTD | +11.8% | +14.8% | -3.0% | -27.7% |
| 1Y | +33.3% | +21.2% | +12.1% | -28.0% |
| All | +280.4% | +52.3% | +228.1% | +15.6% |
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