-99.8%
DFSC price history and return analytics
+69.4%
-169.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.5% | +28.4% |
| 7D | -27.6% | -4.2% | -23.4% | -2.2% |
| 30D | -46.5% | -5.8% | -40.7% | -16.6% |
| 3M | -56.9% | -5.2% | -51.7% | -37.4% |
| 6M | -84.8% | +0.1% | -84.9% | -89.1% |
| YTD | -68.8% | +8.2% | -77.1% | -92.0% |
| 1Y | -84.8% | +10.1% | -94.9% | -97.1% |
| All | -99.8% | +69.4% | -169.2% | -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