+104.2%
DFIV price history and return analytics
+57.2%
+47.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +1.4% |
| 7D | -0.5% | -4.2% | +3.7% | +3.1% |
| 30D | +0.8% | -5.8% | +6.6% | +5.9% |
| 3M | -1.5% | -5.2% | +3.7% | +2.9% |
| 6M | +5.1% | +0.1% | +4.9% | +4.6% |
| YTD | +15.4% | +8.2% | +7.2% | +7.5% |
| 1Y | +25.1% | +10.1% | +15.0% | +14.8% |
| 3Y | +93.2% | +69.7% | +23.6% | +21.6% |
| 5Y | +100.3% | +53.4% | +47.0% | +35.4% |
| All | +104.2% | +57.2% | +47.0% | +34.7% |
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