-47.4%
DFH price history and return analytics
+80.5%
-128.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -7.3% |
| 7D | -11.6% | +2.9% | -14.5% | -15.0% |
| 30D | +19.4% | -2.5% | +21.9% | +24.4% |
| 3M | -23.5% | -3.3% | -20.2% | -19.2% |
| 6M | -15.4% | +1.5% | -17.0% | -16.7% |
| YTD | -35.6% | +11.4% | -47.0% | -44.0% |
| 1Y | -43.6% | +11.9% | -55.5% | -51.2% |
| 3Y | -52.4% | +73.9% | -126.3% | -76.8% |
| 5Y | -39.6% | +57.9% | -97.5% | -66.7% |
| All | -47.4% | +80.5% | -128.0% | -73.4% |
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