+32.7%
VFC vs DAR
+59.8%
-27.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.1% | -2.8% |
| 7D | -1.4% | +9.2% | -10.6% | -1.0% |
| 30D | +24.6% | -12.3% | +36.9% | +24.2% |
| 3M | +38.4% | -12.7% | +51.2% | +37.5% |
| 6M | +15.3% | -12.8% | +28.0% | +15.6% |
| YTD | +12.7% | +53.8% | -41.0% | -17.3% |
| 1Y | +32.7% | +60.3% | -27.6% | -4.9% |
| All | +32.7% | +59.8% | -27.1% | -4.9% |
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