+264.0%
DFJ price history and return analytics
+345.0%
-81.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -1.5% |
| 7D | -5.3% | -4.2% | -1.1% | -2.5% |
| 30D | -8.7% | -5.8% | -2.9% | -5.0% |
| 3M | -4.8% | -5.2% | +0.5% | -1.3% |
| 6M | +4.1% | +0.1% | +4.0% | +4.0% |
| YTD | +11.9% | +8.2% | +3.7% | +6.1% |
| 1Y | +19.2% | +10.1% | +9.1% | +11.7% |
| 3Y | +62.7% | +69.7% | -7.0% | +13.6% |
| 5Y | +61.1% | +53.4% | +7.7% | +19.1% |
| 10Y | +114.4% | +219.2% | -104.8% | -3.1% |
| All | +264.0% | +345.0% | -81.0% | +29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling