+188.6%
DFEN vs VT
+184.4%
+4.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.1% |
| 7D | +14.6% | -1.6% | +16.2% | +20.5% |
| 30D | +10.6% | -2.5% | +13.1% | +19.3% |
| 3M | -35.6% | -1.3% | -34.3% | -33.1% |
| 6M | -11.6% | +3.1% | -14.7% | -18.7% |
| YTD | -17.8% | +10.9% | -28.7% | -37.7% |
| 1Y | -20.8% | +12.1% | -32.9% | -41.3% |
| 3Y | +267.2% | +73.9% | +193.3% | -25.4% |
| 5Y | +222.2% | +58.0% | +164.2% | -0.9% |
| All | +188.6% | +184.4% | +4.2% | -74.2% |
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 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