+46.0%
VFC vs ACI
-23.2%
+69.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.5% |
| 7D | +7.7% | -5.9% | +13.6% | +8.3% |
| 30D | +39.2% | +7.2% | +32.0% | +38.4% |
| 3M | +40.3% | +8.8% | +31.4% | +39.2% |
| 6M | +11.4% | -17.2% | +28.6% | +12.9% |
| YTD | +17.5% | -21.3% | +38.8% | +17.2% |
| All | +46.0% | -23.2% | +69.2% | +46.8% |
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