-100.0%
DFSC price history and return analytics
+57.4%
-157.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -11.3% |
| 7D | -3.8% | +0.4% | -4.2% | -8.1% |
| 30D | -38.3% | -2.6% | -35.7% | -31.0% |
| 3M | -55.7% | -3.2% | -52.5% | -48.6% |
| 6M | -86.1% | +0.9% | -87.1% | -87.4% |
| YTD | -67.2% | +11.3% | -78.5% | -82.7% |
| 1Y | -82.7% | +14.0% | -96.7% | -92.1% |
| 3Y | -99.7% | +75.8% | -175.6% | -100.0% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +57.4% | -157.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling