-85.6%
DFSC price history and return analytics
+11.9%
-97.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.4% |
| 7D | -20.9% | +2.4% | -23.3% | -25.0% |
| 30D | -42.0% | -1.5% | -40.5% | -39.7% |
| 3M | -81.2% | -4.1% | -77.0% | -79.0% |
| 6M | -91.0% | +0.6% | -91.6% | -90.9% |
| YTD | -74.4% | +11.0% | -85.4% | -79.2% |
| 1Y | -85.6% | +13.3% | -99.0% | -88.4% |
| All | -85.6% | +11.9% | -97.6% | -88.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling