+55.6%
VFC vs DAR
+63.3%
-7.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +4.3% |
| 7D | +21.5% | -5.7% | +27.2% | +21.1% |
| 30D | +46.7% | -16.6% | +63.3% | +46.0% |
| 3M | +38.4% | -13.1% | +51.4% | +36.8% |
| 6M | +15.2% | -18.8% | +34.0% | +15.7% |
| YTD | +17.8% | +45.3% | -27.5% | -11.6% |
| 1Y | +55.6% | +60.6% | -5.1% | +11.4% |
| All | +55.6% | +63.3% | -7.7% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling