-72.7%
VFC vs ACI
+18.9%
-91.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.9% |
| 7D | -2.3% | -5.0% | +2.7% | -1.7% |
| 30D | -13.4% | -2.3% | -11.0% | -13.1% |
| 3M | -23.7% | -23.2% | -0.5% | -21.5% |
| 6M | -24.5% | -29.5% | +5.0% | -21.6% |
| YTD | -27.8% | -28.6% | +0.8% | -25.4% |
| 1Y | -13.5% | -34.0% | +20.6% | -9.7% |
| 3Y | -27.1% | -45.0% | +17.9% | -22.7% |
| 5Y | -79.0% | -44.0% | -35.0% | -78.0% |
| All | -72.7% | +18.9% | -91.5% | -68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling