-8.2%
VFC vs GEN
+5.4%
-13.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.5% | +2.9% |
| 7D | -1.6% | -1.2% | -0.4% | -1.3% |
| 30D | -11.6% | +10.1% | -21.8% | -14.0% |
| 3M | -18.1% | +16.1% | -34.2% | -21.6% |
| 6M | -27.4% | +38.9% | -66.2% | -34.1% |
| YTD | -24.8% | +14.4% | -39.3% | -19.4% |
| 1Y | -8.2% | +5.9% | -14.1% | +9.3% |
| All | -8.2% | +5.4% | -13.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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