-8.2%
VFC vs ACI
-32.3%
+24.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.4% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | -11.6% | +5.9% | -17.5% | -12.2% |
| 3M | -18.1% | -19.8% | +1.7% | -15.4% |
| 6M | -27.4% | -24.7% | -2.6% | -24.5% |
| YTD | -24.8% | -24.4% | -0.4% | -22.7% |
| 1Y | -8.2% | -31.5% | +23.3% | +7.9% |
| All | -8.2% | -32.3% | +24.1% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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