+67.2%
DFP price history and return analytics
+221.4%
-154.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.9% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | +1.5% | +4.5% | -3.0% | -1.5% |
| 6M | -0.9% | +14.1% | -15.0% | -9.2% |
| YTD | +1.9% | +14.8% | -12.9% | -7.2% |
| 1Y | +2.0% | +21.2% | -19.2% | -10.4% |
| 3Y | +45.8% | +76.6% | -30.8% | -1.6% |
| 5Y | +0.7% | +66.6% | -65.9% | -29.8% |
| 10Y | +67.2% | +222.3% | -155.1% | -29.5% |
| All | +67.2% | +221.4% | -154.3% | -29.5% |
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