+103.5%
DFE price history and return analytics
+221.4%
-118.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +0.4% | +1.0% | -0.7% | -0.6% |
| 30D | +0.5% | -0.2% | +0.8% | +0.8% |
| 3M | +5.5% | +4.5% | +1.0% | +1.1% |
| 6M | +6.5% | +14.1% | -7.5% | -6.0% |
| YTD | +9.9% | +14.8% | -4.8% | -3.6% |
| 1Y | +14.1% | +21.2% | -7.1% | -5.1% |
| 3Y | +63.1% | +76.6% | -13.5% | -5.7% |
| 5Y | +26.4% | +66.6% | -40.2% | -22.8% |
| 10Y | +103.5% | +222.3% | -118.8% | -30.3% |
| All | +103.5% | +221.4% | -118.0% | -30.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling