+789.7%
VFC vs GEN
+8,838.8%
-8,049.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.5% | +2.6% |
| 7D | -1.6% | -1.2% | -0.4% | -1.5% |
| 30D | -11.6% | +10.1% | -21.8% | -12.8% |
| 3M | -18.1% | +16.1% | -34.2% | -19.8% |
| 6M | -27.4% | +38.9% | -66.2% | -30.7% |
| YTD | -24.8% | +14.4% | -39.3% | -26.6% |
| 1Y | -8.2% | +5.9% | -14.1% | -9.3% |
| 3Y | -29.1% | +58.8% | -87.9% | -33.2% |
| 5Y | -79.2% | +24.7% | -103.8% | -79.9% |
| 10Y | -68.1% | +163.1% | -231.2% | -72.4% |
| All | +789.7% | +8,838.8% | -8,049.1% | +376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling