+237.9%
DFEN vs VT
+195.7%
+42.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -9.3% | +0.4% | -9.7% | -10.4% |
| 30D | -29.6% | +1.0% | -30.5% | -31.7% |
| 3M | -13.4% | +2.4% | -15.8% | -19.3% |
| 6M | -33.9% | +12.0% | -45.9% | -51.6% |
| YTD | -3.7% | +15.3% | -19.1% | -35.1% |
| 1Y | +15.5% | +22.6% | -7.1% | -34.4% |
| 3Y | +285.3% | +74.7% | +210.6% | -22.3% |
| 5Y | +277.7% | +66.1% | +211.5% | -0.7% |
| All | +237.9% | +195.7% | +42.3% | -73.1% |
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