+38.4%
VFC vs A
+17.3%
+21.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.0% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +25.5% | 0.0% | +25.5% | +25.3% |
| 3M | +41.3% | +16.7% | +24.6% | +30.1% |
| 6M | +22.2% | +54.8% | -32.6% | -4.6% |
| YTD | +16.4% | +28.8% | -12.4% | +4.4% |
| 1Y | +38.4% | +19.3% | +19.1% | +39.3% |
| All | +38.4% | +17.3% | +21.1% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling