+1,028.6%
DFTX price history and return analytics
+233.9%
+794.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -7.1% | +0.4% | -7.5% | -7.8% |
| 30D | -14.2% | +1.0% | -15.2% | -15.6% |
| 3M | +54.9% | +2.4% | +52.5% | +48.5% |
| 6M | +114.5% | +12.0% | +102.5% | +75.4% |
| YTD | +184.5% | +15.3% | +169.1% | +120.0% |
| 1Y | +312.7% | +22.6% | +290.1% | +187.6% |
| 3Y | +826.8% | +74.7% | +752.1% | +267.2% |
| 5Y | -10.9% | +66.1% | -77.0% | -59.8% |
| All | +1,028.6% | +233.9% | +794.7% | +178.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling