+88.3%
DFSE price history and return analytics
+99.6%
-11.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.9% | +2.4% | +0.5% | +0.5% |
| 30D | -6.4% | -1.5% | -4.9% | -4.8% |
| 3M | -9.3% | -4.1% | -5.2% | -5.1% |
| 6M | -9.6% | +0.6% | -10.2% | -9.4% |
| YTD | +7.4% | +11.0% | -3.7% | -1.5% |
| 1Y | +7.3% | +13.3% | -6.0% | -3.3% |
| 3Y | +58.1% | +73.4% | -15.3% | -2.0% |
| All | +88.3% | +99.6% | -11.3% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling