+70.4%
DFJ price history and return analytics
+59.8%
+10.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.3% |
| 7D | -1.3% | -0.7% | -0.6% | -0.9% |
| 30D | -5.5% | -1.7% | -3.8% | -4.5% |
| 3M | -1.9% | -2.3% | +0.4% | -0.5% |
| 6M | +3.1% | +1.5% | +1.6% | +2.1% |
| YTD | +15.3% | +12.0% | +3.2% | +7.6% |
| 1Y | +21.0% | +12.9% | +8.1% | +12.4% |
| 3Y | +72.8% | +74.9% | -2.2% | +24.0% |
| 5Y | +70.4% | +59.9% | +10.5% | +28.8% |
| All | +70.4% | +59.8% | +10.7% | +28.8% |
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