-68.5%
VFC vs BIDU
-48.7%
-19.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.2% |
| 7D | -1.4% | -8.1% | +6.7% | +0.5% |
| 30D | -9.0% | -12.8% | +3.8% | -6.4% |
| 3M | -24.2% | -21.3% | -2.9% | -20.4% |
| 6M | -18.5% | -27.0% | +8.5% | -13.5% |
| YTD | -25.9% | -30.0% | +4.2% | -21.2% |
| 1Y | -13.0% | -18.3% | +5.3% | -11.9% |
| 3Y | -20.3% | -33.8% | +13.5% | -17.5% |
| 5Y | -78.1% | -44.3% | -33.8% | -77.8% |
| All | -68.5% | -48.7% | -19.9% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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