+198.3%
DFEN price history and return analytics
+187.2%
+11.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | 0.0% |
| 7D | +8.9% | -0.7% | +9.6% | +12.3% |
| 30D | +17.6% | -1.7% | +19.4% | +24.6% |
| 3M | -37.7% | -2.3% | -35.4% | -32.9% |
| 6M | -19.3% | +1.5% | -20.8% | -22.0% |
| YTD | -15.0% | +12.0% | -27.0% | -37.2% |
| 1Y | -12.6% | +12.9% | -25.5% | -36.3% |
| 3Y | +275.7% | +74.9% | +200.7% | -24.6% |
| 5Y | +223.5% | +59.9% | +163.5% | -3.8% |
| All | +198.3% | +187.2% | +11.1% | -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