+176.5%
DFEN price history and return analytics
+184.6%
-8.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.3% |
| 7D | +10.4% | +2.4% | +8.0% | +3.4% |
| 30D | +12.3% | -1.5% | +13.8% | +18.2% |
| 3M | -40.7% | -4.1% | -36.6% | -32.2% |
| 6M | -25.0% | +0.6% | -25.5% | -25.2% |
| YTD | -21.2% | +11.0% | -32.3% | -40.1% |
| 1Y | -12.0% | +13.3% | -25.3% | -36.7% |
| 3Y | +236.7% | +73.4% | +163.3% | -30.5% |
| 5Y | +198.1% | +57.4% | +140.7% | -6.6% |
| All | +176.5% | +184.6% | -8.1% | -75.2% |
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