-96.5%
DFNS vs VTV
+11.2%
-107.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -6.0% |
| 7D | -6.0% | +2.9% | -8.9% | -11.2% |
| 30D | -71.2% | +3.8% | -75.0% | -72.4% |
| 3M | -94.5% | +1.6% | -96.1% | -94.6% |
| 6M | -96.5% | +11.2% | -107.7% | -97.1% |
| All | -96.5% | +11.2% | -107.8% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 6mo: compounded portfolio wealth divided by compounded VTV 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…
6mo analysis · Full analysis span regression · 6 months rolling