+18.7%
DFAR price history and return analytics
+79.1%
-60.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | +7.4% | -3.1% | +10.5% | +9.7% |
| 3M | +1.6% | -3.5% | +5.1% | +4.1% |
| 6M | +3.0% | +0.5% | +2.5% | +1.9% |
| YTD | +17.0% | +10.8% | +6.2% | +6.9% |
| 1Y | +15.6% | +11.9% | +3.7% | +4.6% |
| 3Y | +46.7% | +73.0% | -26.3% | -10.2% |
| All | +18.7% | +79.1% | -60.4% | -28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling