+75.7%
DFP price history and return analytics
+224.4%
-148.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -1.7% |
| 7D | -1.3% | -0.7% | -0.6% | -0.9% |
| 30D | +1.4% | -1.7% | +3.1% | +2.4% |
| 3M | -6.9% | -2.3% | -4.6% | -5.7% |
| 6M | -5.8% | +1.5% | -7.3% | -7.0% |
| YTD | -2.8% | +12.0% | -14.8% | -10.1% |
| 1Y | -5.6% | +12.9% | -18.5% | -13.2% |
| 3Y | +43.0% | +74.9% | -32.0% | -3.0% |
| 5Y | -3.7% | +59.9% | -63.7% | -31.0% |
| 10Y | +75.7% | +224.6% | -148.9% | -21.7% |
| All | +75.7% | +224.4% | -148.6% | -21.7% |
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