-77.9%
VFC vs GEN
+24.6%
-102.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.5% | +3.3% |
| 7D | -1.6% | -1.2% | -0.4% | -1.1% |
| 30D | -11.6% | +10.1% | -21.8% | -15.7% |
| 3M | -18.1% | +16.1% | -34.2% | -24.0% |
| 6M | -27.4% | +38.9% | -66.2% | -39.2% |
| YTD | -24.8% | +14.4% | -39.3% | -30.7% |
| 1Y | -8.2% | +5.9% | -14.1% | -11.6% |
| 3Y | -29.1% | +58.8% | -87.9% | -43.4% |
| All | -77.9% | +24.6% | -102.5% | -82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling