+6.2%
DFCA price history and return analytics
+78.4%
-72.2%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.2% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | -1.6% | -1.0% | -0.7% | -1.6% |
| 3M | -2.0% | +3.2% | -5.2% | -2.1% |
| 6M | -1.8% | +12.5% | -14.2% | -2.2% |
| YTD | -1.0% | +14.1% | -15.0% | -1.4% |
| 1Y | +0.4% | +18.9% | -18.5% | -0.2% |
| 3Y | +6.8% | +74.1% | -67.3% | +3.9% |
| All | +6.2% | +78.4% | -72.2% | +3.2% |
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