+45.0%
VFC vs RVTY
+74.8%
-29.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.3% |
| 7D | +3.5% | -2.7% | +6.2% | +4.5% |
| 30D | +38.3% | +3.2% | +35.0% | +35.9% |
| 3M | +40.2% | +37.2% | +3.0% | +19.5% |
| 6M | +10.6% | +57.7% | -47.1% | -14.0% |
| YTD | +16.7% | +64.8% | -48.1% | -15.4% |
| 1Y | +45.0% | +72.8% | -27.8% | -0.5% |
| All | +45.0% | +74.8% | -29.8% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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