+217.9%
DFE price history and return analytics
+346.0%
-128.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.4% |
| 7D | -0.7% | -2.3% | +1.6% | +1.3% |
| 30D | +1.9% | -5.0% | +6.9% | +6.5% |
| 3M | -2.3% | -4.9% | +2.6% | +2.0% |
| 6M | -1.5% | -1.5% | 0.0% | -0.4% |
| YTD | +6.1% | +8.5% | -2.4% | -1.5% |
| 1Y | +14.3% | +11.4% | +2.9% | +3.6% |
| 3Y | +61.9% | +70.1% | -8.2% | +0.3% |
| 5Y | +23.3% | +53.7% | -30.4% | -16.2% |
| 10Y | +111.3% | +220.0% | -108.6% | -23.8% |
| All | +217.9% | +346.0% | -128.1% | -12.7% |
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