-79.0%
VFC vs SPXU
-85.5%
+6.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -0.6% |
| 7D | -3.3% | +6.4% | -9.6% | -0.2% |
| 30D | -14.0% | +5.9% | -20.0% | -11.3% |
| 3M | -22.6% | -11.7% | -10.9% | -26.0% |
| 6M | -24.7% | -28.7% | +4.0% | -34.2% |
| YTD | -29.0% | -26.4% | -2.6% | -36.3% |
| 1Y | -13.8% | -35.2% | +21.4% | -26.4% |
| 3Y | -28.2% | -79.8% | +51.6% | -56.5% |
| 5Y | -79.0% | -86.1% | +7.1% | -86.6% |
| All | -79.0% | -85.5% | +6.6% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling