-78.1%
VFC vs BEN
+42.4%
-120.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.7% |
| 7D | +0.8% | +4.7% | -3.8% | -2.8% |
| 30D | -11.9% | +2.6% | -14.5% | -13.8% |
| 3M | -20.2% | +11.5% | -31.6% | -26.9% |
| 6M | -23.0% | +35.3% | -58.3% | -40.3% |
| YTD | -26.2% | +48.6% | -74.9% | -47.2% |
| 1Y | -13.3% | +46.7% | -60.0% | -37.5% |
| 3Y | -25.5% | +57.0% | -82.5% | -49.3% |
| 5Y | -78.1% | +41.8% | -119.9% | -84.6% |
| All | -78.1% | +42.4% | -120.5% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling