+62.7%
DFAT price history and return analytics
+62.1%
+0.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.6% |
| 7D | -1.9% | -2.3% | +0.4% | +0.5% |
| 30D | +2.4% | -5.0% | +7.3% | +7.9% |
| 3M | -3.8% | -4.9% | +1.1% | +1.2% |
| 6M | +2.3% | -1.5% | +3.8% | +3.3% |
| YTD | +16.6% | +8.5% | +8.1% | +5.4% |
| 1Y | +23.5% | +11.4% | +12.1% | +8.4% |
| 3Y | +58.5% | +70.1% | -11.6% | -12.9% |
| 5Y | +50.9% | +53.7% | -2.9% | -5.3% |
| All | +62.7% | +62.1% | +0.6% | -5.4% |
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