-47.5%
VFC vs GEN
+151.0%
-198.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +3.5% | +1.0% | +2.5% | +3.2% |
| 30D | +38.3% | +29.1% | +9.2% | +27.9% |
| 3M | +40.2% | +2.9% | +37.3% | +37.5% |
| 6M | +10.6% | +33.6% | -23.0% | -0.8% |
| YTD | +16.7% | +12.0% | +4.7% | +10.0% |
| 1Y | +45.0% | +16.2% | +28.8% | +35.2% |
| 3Y | +48.8% | +65.1% | -16.3% | +27.1% |
| 5Y | -67.6% | +33.3% | -100.9% | -71.4% |
| 10Y | -47.5% | +149.7% | -197.2% | -62.8% |
| All | -47.5% | +151.0% | -198.5% | -62.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling