+37.2%
DFDV price history and return analytics
+71.2%
-34.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.0% |
| 7D | +16.1% | +1.0% | +15.1% | +16.2% |
| 30D | +107.3% | -0.2% | +107.5% | +107.1% |
| 3M | +93.9% | +4.5% | +89.3% | +94.7% |
| 6M | +65.0% | +14.1% | +51.0% | +71.5% |
| YTD | +18.6% | +14.8% | +3.9% | +23.1% |
| 1Y | -60.1% | +21.2% | -81.3% | -56.0% |
| 3Y | +312.7% | +76.6% | +236.1% | +524.9% |
| All | +37.2% | +71.2% | -34.0% | +132.3% |
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