+1,255.6%
VFC vs GEN
+8,588.0%
-7,332.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.8% | +0.5% |
| 7D | +11.2% | +2.3% | +8.9% | +10.9% |
| 30D | +41.5% | +33.1% | +8.5% | +36.3% |
| 3M | +38.9% | +6.5% | +32.5% | +37.2% |
| 6M | +6.1% | +53.8% | -47.7% | -0.5% |
| YTD | +14.5% | +11.2% | +3.3% | +11.9% |
| 1Y | +46.0% | +19.4% | +26.6% | +41.3% |
| 3Y | +36.4% | +81.0% | -44.7% | +26.0% |
| 5Y | -67.5% | +33.4% | -101.0% | -69.1% |
| 10Y | -45.8% | +164.3% | -210.1% | -53.2% |
| All | +1,255.6% | +8,588.0% | -7,332.4% | +625.7% |
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 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