+82.7%
DFUV price history and return analytics
+87.1%
-4.4%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.2% | -0.1% | +0.4% | +0.3% |
| 30D | +1.7% | -3.1% | +4.7% | +4.4% |
| 3M | -0.5% | -3.5% | +3.0% | +2.5% |
| 6M | +9.1% | +0.5% | +8.7% | +8.3% |
| YTD | +23.1% | +10.8% | +12.4% | +11.5% |
| 1Y | +27.6% | +11.9% | +15.7% | +14.5% |
| 3Y | +78.8% | +73.0% | +5.8% | +6.5% |
| All | +82.7% | +87.1% | -4.4% | -1.1% |
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