+210.7%
DFNL price history and return analytics
+204.5%
+6.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -1.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.5% |
| 30D | +5.3% | -2.6% | +7.9% | +8.0% |
| 3M | -2.1% | -3.2% | +1.2% | +1.1% |
| 6M | +10.2% | +0.9% | +9.2% | +8.3% |
| YTD | +6.0% | +11.3% | -5.3% | -6.4% |
| 1Y | +14.5% | +14.0% | +0.5% | -1.6% |
| 3Y | +104.2% | +75.8% | +28.4% | +8.6% |
| 5Y | +78.1% | +57.8% | +20.2% | +6.9% |
| All | +210.7% | +204.5% | +6.2% | -11.5% |
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