-99.6%
DFNS vs VG
+51.8%
-151.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +5.5% | +7.2% | +14.9% |
| 7D | -13.0% | +5.5% | -18.5% | -11.7% |
| 30D | -56.9% | -3.6% | -53.3% | -57.4% |
| 3M | -93.2% | -4.0% | -89.2% | -93.2% |
| 6M | -95.4% | +9.4% | -104.8% | -95.5% |
| YTD | -99.5% | +86.6% | -186.1% | -99.6% |
| 1Y | -99.6% | +69.5% | -169.1% | -99.7% |
| All | -99.6% | +51.8% | -151.4% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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