-8.2%
VFC vs ITOT
+20.8%
-29.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.9% |
| 7D | -1.6% | +0.1% | -1.7% | -1.8% |
| 30D | -11.6% | 0.0% | -11.6% | -11.6% |
| 3M | -18.1% | +2.0% | -20.1% | -20.8% |
| 6M | -27.4% | +13.0% | -40.4% | -41.4% |
| YTD | -24.8% | +14.0% | -38.8% | -40.1% |
| 1Y | -8.2% | +19.9% | -28.1% | -34.0% |
| All | -8.2% | +20.8% | -29.0% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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