+207.7%
DFEN vs VT
+60.6%
+147.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -9.3% |
| 7D | +6.5% | -0.3% | +6.8% | +7.1% |
| 30D | +6.3% | -1.4% | +7.7% | +9.9% |
| 3M | -42.0% | -1.4% | -40.6% | -40.1% |
| 6M | -13.7% | +5.5% | -19.1% | -23.8% |
| YTD | -21.9% | +12.8% | -34.8% | -40.1% |
| 1Y | -21.2% | +15.4% | -36.7% | -42.4% |
| 3Y | +248.7% | +76.9% | +171.8% | -1.3% |
| 5Y | +207.7% | +60.4% | +147.3% | +36.3% |
| All | +207.7% | +60.6% | +147.1% | +36.3% |
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