-13.5%
VFC vs GEN
+0.6%
-14.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -2.3% | -2.9% | +0.6% | -1.6% |
| 30D | -13.4% | +2.1% | -15.4% | -13.9% |
| 3M | -23.7% | +19.7% | -43.4% | -27.4% |
| 6M | -24.5% | +33.3% | -57.7% | -30.3% |
| YTD | -27.8% | +11.1% | -39.0% | -22.2% |
| 1Y | -13.5% | +3.0% | -16.5% | +0.7% |
| All | -13.5% | +0.6% | -14.1% | +0.7% |
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