+55.6%
VFC vs MDY
+17.5%
+38.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +3.4% |
| 7D | +21.5% | +1.7% | +19.8% | +18.1% |
| 30D | +46.7% | +1.2% | +45.5% | +43.6% |
| 3M | +38.4% | -3.5% | +41.9% | +47.8% |
| 6M | +15.2% | +3.5% | +11.7% | +9.0% |
| YTD | +17.8% | +13.6% | +4.2% | -7.7% |
| 1Y | +55.6% | +17.1% | +38.5% | +13.6% |
| All | +55.6% | +17.5% | +38.1% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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