-28.7%
DFH price history and return analytics
+57.5%
-86.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -7.0% |
| 7D | +17.5% | -0.1% | +17.7% | +18.2% |
| 30D | +26.5% | -3.1% | +29.6% | +33.0% |
| 3M | -13.9% | -3.5% | -10.4% | -8.7% |
| 6M | -17.1% | +0.5% | -17.6% | -17.1% |
| YTD | -30.6% | +10.8% | -41.4% | -39.5% |
| 1Y | -37.5% | +11.9% | -49.4% | -46.2% |
| 3Y | -48.7% | +73.0% | -121.6% | -75.5% |
| 5Y | -28.7% | +58.6% | -87.3% | -61.3% |
| All | -28.7% | +57.5% | -86.3% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling