-99.8%
DFSC price history and return analytics
+69.7%
-169.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.5% | +1.8% |
| 7D | -17.9% | -2.3% | -15.6% | -5.9% |
| 30D | -39.6% | -5.0% | -34.7% | -13.0% |
| 3M | -55.2% | -4.9% | -50.3% | -37.0% |
| 6M | -84.5% | -1.5% | -83.0% | -86.7% |
| YTD | -67.6% | +8.5% | -76.1% | -91.9% |
| 1Y | -83.1% | +11.4% | -94.5% | -97.1% |
| 3Y | -99.8% | +70.1% | -169.9% | -100.0% |
| All | -99.8% | +69.7% | -169.5% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling