+106.7%
DFIV price history and return analytics
+61.7%
+45.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +0.2% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +2.9% | -2.6% | +5.5% | +5.1% |
| 3M | -1.1% | -3.2% | +2.1% | +1.5% |
| 6M | +5.4% | +0.9% | +4.5% | +4.2% |
| YTD | +16.8% | +11.3% | +5.5% | +6.3% |
| 1Y | +25.3% | +14.0% | +11.3% | +11.7% |
| 3Y | +100.1% | +75.8% | +24.3% | +22.2% |
| 5Y | +103.0% | +57.8% | +45.2% | +33.9% |
| All | +106.7% | +61.7% | +45.0% | +33.1% |
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