-83.1%
DFSC price history and return analytics
+10.5%
-93.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.5% | +3.2% |
| 7D | -17.9% | -2.3% | -15.6% | -13.7% |
| 30D | -39.6% | -5.0% | -34.7% | -31.6% |
| 3M | -55.2% | -4.9% | -50.3% | -48.8% |
| 6M | -84.5% | -1.5% | -83.0% | -83.6% |
| YTD | -67.6% | +8.5% | -76.1% | -72.4% |
| 1Y | -83.1% | +11.4% | -94.5% | -86.1% |
| All | -83.1% | +10.5% | -93.6% | -86.1% |
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