-20.5%
DFTX price history and return analytics
+53.4%
-73.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.2% |
| 7D | -8.4% | -2.3% | -6.1% | -4.6% |
| 30D | -5.2% | -5.0% | -0.2% | +3.8% |
| 3M | -27.9% | -4.9% | -23.0% | -21.2% |
| 6M | +42.1% | -1.5% | +43.6% | +45.7% |
| YTD | +148.5% | +8.5% | +140.0% | +113.2% |
| 1Y | +193.4% | +11.4% | +182.0% | +140.0% |
| 3Y | +1,039.4% | +70.1% | +969.3% | +366.5% |
| All | -20.5% | +53.4% | -73.9% | -49.6% |
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