+1,255.6%
VFC vs BN
+15,687.7%
-14,432.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.5% |
| 7D | +11.2% | +5.3% | +5.9% | +8.8% |
| 30D | +41.5% | +11.9% | +29.6% | +34.9% |
| 3M | +38.9% | -5.7% | +44.7% | +42.5% |
| 6M | +6.1% | -10.6% | +16.8% | +11.5% |
| YTD | +14.5% | -9.4% | +23.9% | +19.7% |
| 1Y | +46.0% | -8.8% | +54.7% | +52.1% |
| 3Y | +36.4% | +95.6% | -59.3% | +7.5% |
| 5Y | -67.5% | +30.2% | -97.7% | -70.3% |
| 10Y | -45.8% | +277.0% | -322.9% | -65.0% |
| All | +1,255.6% | +15,687.7% | -14,432.1% | +285.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 all: compounded portfolio wealth divided by compounded BN 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…
all analysis · Full analysis span regression · 6 months rolling