-13.0%
VFC vs ITOT
+17.8%
-30.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.5% | +2.8% |
| 7D | -1.4% | -0.9% | -0.5% | +0.3% |
| 30D | -9.0% | -1.5% | -7.5% | -6.5% |
| 3M | -24.2% | +3.6% | -27.7% | -28.3% |
| 6M | -18.5% | +13.7% | -32.2% | -34.9% |
| YTD | -25.9% | +12.9% | -38.8% | -39.8% |
| 1Y | -13.0% | +17.2% | -30.2% | -32.4% |
| All | -13.0% | +17.8% | -30.8% | -32.4% |
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