+78.7%
DFEV price history and return analytics
+81.0%
-2.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.1% |
| 30D | -9.0% | -3.1% | -6.0% | -6.5% |
| 3M | -4.9% | -3.5% | -1.4% | -1.8% |
| 6M | -6.9% | +0.5% | -7.4% | -6.7% |
| YTD | +16.7% | +10.8% | +5.9% | +8.6% |
| 1Y | +17.4% | +11.9% | +5.5% | +8.5% |
| 3Y | +79.6% | +73.0% | +6.6% | +20.6% |
| All | +78.7% | +81.0% | -2.3% | +15.8% |
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