-14.4%
VFC vs FND
-45.8%
+31.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -1.5% |
| 7D | -4.0% | -5.1% | +1.1% | -1.5% |
| 30D | -14.6% | -22.5% | +7.9% | -3.2% |
| 3M | -23.1% | -5.0% | -18.1% | -22.3% |
| 6M | -25.2% | -21.5% | -3.7% | -16.5% |
| YTD | -29.5% | -23.0% | -6.4% | -23.3% |
| 1Y | -14.4% | -44.9% | +30.5% | +15.2% |
| All | -14.4% | -45.8% | +31.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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