+99.9%
DFEV vs VT
+88.5%
+11.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.7% | +0.4% | +2.3% | +2.3% |
| 30D | +6.6% | +1.0% | +5.6% | +5.7% |
| 3M | +1.7% | +2.4% | -0.7% | 0.0% |
| 6M | +19.9% | +12.0% | +7.9% | +10.1% |
| YTD | +30.5% | +15.3% | +15.1% | +17.2% |
| 1Y | +45.6% | +22.6% | +23.0% | +25.1% |
| 3Y | +94.5% | +74.7% | +19.8% | +28.7% |
| All | +99.9% | +88.5% | +11.4% | +24.9% |
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