-79.0%
VFC vs BIDU
-42.3%
-36.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -2.3% | -2.4% | +0.1% | -1.8% |
| 30D | -13.4% | -16.0% | +2.6% | -10.2% |
| 3M | -23.7% | -24.0% | +0.3% | -19.4% |
| 6M | -24.5% | -24.9% | +0.4% | -20.5% |
| YTD | -27.8% | -29.6% | +1.7% | -23.5% |
| 1Y | -13.5% | -15.2% | +1.7% | -13.4% |
| 3Y | -27.1% | -32.2% | +5.1% | -25.7% |
| 5Y | -79.0% | -43.8% | -35.3% | -79.1% |
| All | -79.0% | -42.3% | -36.7% | -79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling