-30.5%
DFDV price history and return analytics
+65.6%
-96.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | -9.4% | +2.4% | -11.8% | -10.0% |
| 30D | -22.0% | -1.5% | -20.5% | -21.4% |
| 3M | -0.5% | -4.1% | +3.6% | +0.1% |
| 6M | -34.7% | +0.6% | -35.3% | -34.1% |
| YTD | -39.9% | +11.0% | -50.9% | -37.2% |
| 1Y | -62.9% | +13.3% | -76.2% | -60.4% |
| 3Y | +279.4% | +73.4% | +206.0% | +440.5% |
| All | -30.5% | +65.6% | -96.1% | +18.5% |
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