+1,290.9%
VFC vs GEN
+8,591.0%
-7,300.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.7% | -0.3% | +8.0% | +7.7% |
| 30D | +39.2% | +28.2% | +11.0% | +34.7% |
| 3M | +40.3% | +2.6% | +37.7% | +39.2% |
| 6M | +11.4% | +32.7% | -21.3% | +6.6% |
| YTD | +17.5% | +11.3% | +6.3% | +14.8% |
| 1Y | +45.9% | +17.9% | +27.9% | +41.5% |
| 3Y | +47.3% | +66.3% | -19.0% | +37.5% |
| 5Y | -67.2% | +31.7% | -98.9% | -68.7% |
| 10Y | -46.1% | +150.0% | -196.1% | -53.2% |
| All | +1,290.9% | +8,591.0% | -7,300.0% | +644.6% |
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