+38.8%
DFAS price history and return analytics
+60.6%
-21.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.7% |
| 7D | +1.7% | -0.3% | +2.0% | +2.0% |
| 30D | +2.3% | -1.4% | +3.7% | +3.9% |
| 3M | -3.2% | -1.4% | -1.8% | -1.8% |
| 6M | +6.0% | +5.5% | +0.5% | -0.4% |
| YTD | +17.0% | +12.8% | +4.2% | +1.8% |
| 1Y | +21.9% | +15.4% | +6.4% | +3.3% |
| 3Y | +59.8% | +76.9% | -17.0% | -15.1% |
| 5Y | +38.8% | +60.4% | -21.6% | -16.7% |
| All | +38.8% | +60.6% | -21.8% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling