+205.9%
DFNL price history and return analytics
+196.8%
+9.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +1.3% | -2.3% | +3.6% | +3.7% |
| 30D | +5.1% | -5.0% | +10.0% | +10.6% |
| 3M | -3.6% | -4.9% | +1.2% | +1.3% |
| 6M | +7.0% | -1.5% | +8.5% | +7.9% |
| YTD | +4.4% | +8.5% | -4.1% | -5.3% |
| 1Y | +13.6% | +11.4% | +2.2% | +0.1% |
| 3Y | +97.8% | +70.1% | +27.8% | +9.0% |
| 5Y | +75.4% | +53.7% | +21.6% | +8.2% |
| All | +205.9% | +196.8% | +9.2% | -10.5% |
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 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