-24.9%
DFH price history and return analytics
+53.4%
-78.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | +26.7% | -2.3% | +29.0% | +31.4% |
| 30D | +30.5% | -5.0% | +35.5% | +41.0% |
| 3M | -11.6% | -4.9% | -6.7% | -4.2% |
| 6M | -15.4% | -1.5% | -13.8% | -12.9% |
| YTD | -27.5% | +8.5% | -36.0% | -34.9% |
| 1Y | -33.8% | +11.4% | -45.2% | -42.7% |
| 3Y | -44.2% | +70.1% | -114.3% | -72.7% |
| All | -24.9% | +53.4% | -78.3% | -57.4% |
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 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