-25.5%
VFC vs SPXU
-80.6%
+55.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -0.8% |
| 7D | +0.8% | -1.5% | +2.3% | -0.1% |
| 30D | -11.9% | +3.7% | -15.7% | -9.7% |
| 3M | -20.2% | -9.6% | -10.6% | -23.5% |
| 6M | -23.0% | -32.4% | +9.4% | -37.3% |
| YTD | -26.2% | -28.7% | +2.5% | -37.1% |
| 1Y | -13.3% | -38.2% | +24.9% | -31.4% |
| 3Y | -25.5% | -80.4% | +55.0% | -62.8% |
| All | -25.5% | -80.6% | +55.1% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling