-68.4%
VFC vs FND
-63.9%
-4.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.5% | +4.4% |
| 7D | +1.6% | -6.8% | +8.5% | +5.4% |
| 30D | +25.5% | +8.0% | +17.5% | +19.7% |
| 3M | +41.3% | -18.9% | +60.2% | +56.7% |
| 6M | +22.2% | +4.7% | +17.5% | +15.9% |
| YTD | +16.4% | -21.6% | +38.0% | +27.3% |
| 1Y | +38.4% | -22.0% | +60.4% | +52.2% |
| 3Y | +56.2% | -40.4% | +96.7% | +99.3% |
| All | -68.4% | -63.9% | -4.5% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling