+221.9%
DFEN price history and return analytics
+69.7%
+152.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.4% |
| 7D | -4.8% | -2.3% | -2.5% | +1.4% |
| 30D | +2.4% | -5.0% | +7.3% | +17.0% |
| 3M | -46.5% | -4.9% | -41.7% | -38.9% |
| 6M | -30.3% | -1.5% | -28.7% | -26.6% |
| YTD | -28.6% | +8.5% | -37.1% | -39.9% |
| 1Y | -23.6% | +11.4% | -34.9% | -39.3% |
| 3Y | +221.9% | +70.1% | +151.8% | +23.2% |
| All | +221.9% | +69.7% | +152.1% | +23.2% |
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