+113.8%
DFP price history and return analytics
+276.0%
-162.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +1.8% | -2.3% | +4.1% | +3.0% |
| 30D | +2.7% | -5.0% | +7.6% | +5.6% |
| 3M | -5.4% | -4.9% | -0.5% | -2.8% |
| 6M | -5.5% | -1.5% | -4.0% | -4.9% |
| YTD | -1.7% | +8.5% | -10.2% | -6.4% |
| 1Y | -4.4% | +11.4% | -15.7% | -10.3% |
| 3Y | +42.3% | +70.1% | -27.8% | +4.1% |
| 5Y | -2.2% | +53.7% | -56.0% | -24.8% |
| 10Y | +68.0% | +220.0% | -151.9% | -9.8% |
| All | +113.8% | +276.0% | -162.2% | +14.8% |
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