+82.7%
DFUV price history and return analytics
+92.6%
-9.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.3% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -0.5% | -0.7% | +0.2% | +0.1% |
| 3M | +5.7% | +4.0% | +1.7% | +1.9% |
| 6M | +17.4% | +12.3% | +5.1% | +5.4% |
| YTD | +23.1% | +14.0% | +9.1% | +8.9% |
| 1Y | +31.0% | +20.3% | +10.7% | +10.2% |
| 3Y | +71.8% | +75.4% | -3.6% | +1.3% |
| All | +82.7% | +92.6% | -9.9% | -3.4% |
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