+82.4%
DFAC price history and return analytics
+72.3%
+10.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.2% |
| 30D | 0.0% | +1.0% | -1.0% | -1.0% |
| 3M | +3.0% | +2.4% | +0.6% | +0.4% |
| 6M | +12.7% | +12.0% | +0.7% | 0.0% |
| YTD | +16.1% | +15.3% | +0.7% | -0.1% |
| 1Y | +21.5% | +22.6% | -1.1% | -1.9% |
| 3Y | +70.3% | +74.7% | -4.3% | -4.6% |
| 5Y | +74.5% | +66.1% | +8.4% | +3.5% |
| All | +82.4% | +72.3% | +10.1% | +3.9% |
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