+188.2%
DFEN price history and return analytics
+184.0%
+4.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +4.5% |
| 7D | -0.1% | -0.1% | 0.0% | +0.8% |
| 30D | +12.4% | -3.1% | +15.4% | +23.9% |
| 3M | -39.3% | -3.5% | -35.8% | -32.1% |
| 6M | -19.4% | +0.5% | -19.9% | -19.6% |
| YTD | -17.9% | +10.8% | -28.7% | -37.2% |
| 1Y | -16.0% | +11.9% | -27.9% | -37.2% |
| 3Y | +262.9% | +73.0% | +190.0% | -24.6% |
| 5Y | +204.8% | +58.6% | +146.2% | -7.2% |
| All | +188.2% | +184.0% | +4.3% | -74.0% |
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