+56.2%
VFC vs SPXU
-80.6%
+136.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +4.0% |
| 7D | +1.6% | -7.6% | +9.2% | -3.0% |
| 30D | +25.5% | +5.3% | +20.2% | +30.6% |
| 3M | +41.3% | +9.6% | +31.6% | +51.7% |
| 6M | +22.2% | -4.5% | +26.7% | +22.4% |
| YTD | +16.4% | -25.9% | +42.3% | +2.1% |
| 1Y | +38.4% | -28.9% | +67.3% | +19.0% |
| 3Y | +56.2% | -80.5% | +136.7% | -36.6% |
| All | +56.2% | -80.6% | +136.8% | -36.6% |
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