-23.6%
DFEN vs VT
+10.5%
-34.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.3% |
| 7D | -4.8% | -2.3% | -2.5% | +1.8% |
| 30D | +2.4% | -5.0% | +7.3% | +18.5% |
| 3M | -46.5% | -4.9% | -41.7% | -38.2% |
| 6M | -30.3% | -1.5% | -28.7% | -27.7% |
| YTD | -28.6% | +8.5% | -37.1% | -46.5% |
| 1Y | -23.6% | +11.4% | -34.9% | -47.2% |
| All | -23.6% | +10.5% | -34.0% | -47.2% |
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