-26.0%
DFDV price history and return analytics
+65.3%
-91.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.5% |
| 30D | -28.4% | -3.1% | -25.3% | -27.8% |
| 3M | +12.9% | -3.5% | +16.4% | +13.8% |
| 6M | -27.6% | +0.5% | -28.0% | -26.8% |
| YTD | -36.0% | +10.8% | -46.8% | -33.1% |
| 1Y | -61.6% | +11.9% | -73.5% | -59.6% |
| 3Y | +282.4% | +73.0% | +209.5% | +445.2% |
| All | -26.0% | +65.3% | -91.3% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling