-62.9%
DFLI vs VT
+20.4%
-83.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.0% | -1.4% |
| 7D | +4.0% | -0.1% | +4.1% | +4.5% |
| 30D | -19.8% | -0.7% | -19.2% | -17.4% |
| 3M | -41.3% | +4.0% | -45.3% | -48.7% |
| 6M | -59.9% | +12.3% | -72.2% | -73.4% |
| YTD | -65.8% | +14.0% | -79.8% | -81.1% |
| 1Y | -62.9% | +20.3% | -83.2% | -82.6% |
| All | -62.9% | +20.4% | -83.3% | -82.6% |
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 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