+179.7%
DFEN price history and return analytics
+185.3%
-5.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.6% | +9.0% | +3.7% |
| 7D | -0.9% | +0.4% | -1.3% | -1.5% |
| 30D | +9.0% | -2.6% | +11.6% | +18.6% |
| 3M | -40.8% | -3.2% | -37.6% | -34.3% |
| 6M | -21.8% | +0.9% | -22.8% | -23.1% |
| YTD | -20.3% | +11.3% | -31.6% | -39.9% |
| 1Y | -16.3% | +14.0% | -30.3% | -40.8% |
| 3Y | +262.8% | +75.8% | +187.0% | -28.4% |
| 5Y | +186.4% | +57.8% | +128.6% | -11.1% |
| All | +179.7% | +185.3% | -5.6% | -75.1% |
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