+4.9%
DFNM price history and return analytics
+61.8%
-57.0%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.3% |
| 7D | -0.5% | -0.1% | -0.3% | -0.5% |
| 30D | -1.4% | -0.7% | -0.7% | -1.4% |
| 3M | -1.8% | +4.0% | -5.8% | -1.9% |
| 6M | -1.6% | +12.3% | -13.8% | -1.9% |
| YTD | -0.5% | +14.0% | -14.5% | -0.9% |
| 1Y | +1.3% | +20.3% | -19.0% | +0.8% |
| 3Y | +8.6% | +75.4% | -66.9% | +6.6% |
| All | +4.9% | +61.8% | -57.0% | +2.5% |
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 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