+209.6%
DFEN price history and return analytics
+69.4%
+140.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -4.1% | -8.0% | -1.4% |
| 7D | -14.7% | -4.2% | -10.5% | -4.3% |
| 30D | -8.2% | -5.8% | -2.4% | +7.5% |
| 3M | -49.8% | -5.2% | -44.5% | -42.0% |
| 6M | -25.3% | +0.1% | -25.4% | -24.6% |
| YTD | -31.3% | +8.2% | -39.6% | -41.9% |
| 1Y | -28.5% | +10.1% | -38.6% | -41.6% |
| All | +209.6% | +69.4% | +140.2% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling