+40.6%
VFC vs DOC
+21.7%
+18.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +10.9% | +6.2% | +4.6% | +8.4% |
| 30D | +40.6% | +6.5% | +34.2% | +37.2% |
| 3M | +34.4% | -6.2% | +40.7% | +37.3% |
| 6M | +12.3% | +25.6% | -13.3% | +4.1% |
| YTD | +14.4% | +32.1% | -17.7% | +2.0% |
| 1Y | +40.6% | +20.3% | +20.3% | +35.1% |
| All | +40.6% | +21.7% | +18.9% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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