-25.5%
VFC vs BIDU
-32.1%
+6.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.0% | +5.1% | -0.1% |
| 7D | +0.8% | -2.4% | +3.3% | +1.4% |
| 30D | -11.9% | -15.6% | +3.7% | -8.4% |
| 3M | -20.2% | -22.3% | +2.1% | -15.4% |
| 6M | -23.0% | -22.3% | -0.7% | -19.2% |
| YTD | -26.2% | -29.2% | +2.9% | -21.4% |
| 1Y | -13.3% | -14.8% | +1.5% | -14.9% |
| 3Y | -25.5% | -31.8% | +6.3% | -31.7% |
| All | -25.5% | -32.1% | +6.6% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling