-11.5%
VFC vs DAR
+115.2%
-126.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.8% | -2.3% |
| 7D | +0.8% | -0.9% | +1.7% | +1.0% |
| 30D | -11.9% | +13.0% | -24.9% | -13.9% |
| 3M | -20.2% | +15.0% | -35.1% | -22.7% |
| 6M | -23.0% | +26.8% | -49.8% | -29.7% |
| YTD | -26.2% | +86.4% | -112.6% | -43.4% |
| All | -11.5% | +115.2% | -126.7% | -35.9% |
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