+103.1%
DFIV vs VT
+61.1%
+41.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -0.3% | -1.6% | +1.3% | +1.0% |
| 30D | +0.8% | -2.5% | +3.3% | +3.0% |
| 3M | -1.6% | -1.3% | -0.3% | -0.6% |
| 6M | +4.2% | +3.1% | +1.1% | +1.2% |
| YTD | +14.8% | +10.9% | +3.8% | +4.8% |
| 1Y | +24.5% | +12.1% | +12.4% | +12.6% |
| 3Y | +92.1% | +73.9% | +18.2% | +18.5% |
| 5Y | +98.8% | +58.0% | +40.9% | +31.1% |
| All | +103.1% | +61.1% | +41.9% | +31.3% |
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 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