-99.3%
DFLI vs VT
+77.9%
-177.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.9% |
| 7D | -1.8% | +0.4% | -2.2% | -2.5% |
| 30D | -6.0% | +1.0% | -7.0% | -7.2% |
| 3M | -47.6% | +2.4% | -50.0% | -49.1% |
| 6M | -60.1% | +12.0% | -72.1% | -66.3% |
| YTD | -64.5% | +15.3% | -79.8% | -71.3% |
| 1Y | -62.7% | +22.6% | -85.3% | -71.3% |
| All | -99.3% | +77.9% | -177.1% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling