+38.4%
VFC vs SPXU
-26.3%
+64.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +3.9% |
| 7D | +1.6% | -7.6% | +9.2% | -2.2% |
| 30D | +25.5% | +5.3% | +20.2% | +29.9% |
| 3M | +41.3% | +9.6% | +31.6% | +50.5% |
| 6M | +22.2% | -4.5% | +26.7% | +22.0% |
| YTD | +16.4% | -25.9% | +42.3% | +2.8% |
| 1Y | +38.4% | -28.9% | +67.3% | +19.8% |
| All | +38.4% | -26.3% | +64.7% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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