-100.0%
DFNS price history and return analytics
+57.0%
-157.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.5% |
| 7D | -6.0% | +2.4% | -8.3% | -5.8% |
| 30D | -71.2% | -1.5% | -69.7% | -71.2% |
| 3M | -94.5% | -4.1% | -90.4% | -94.6% |
| 6M | -96.5% | +0.6% | -97.1% | -96.5% |
| YTD | -99.6% | +11.0% | -110.7% | -99.6% |
| 1Y | -99.7% | +13.3% | -113.0% | -99.7% |
| 3Y | -100.0% | +73.4% | -173.4% | -100.0% |
| All | -100.0% | +57.0% | -157.0% | -100.0% |
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