-79.0%
VFC vs TRU
-36.4%
-42.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.8% |
| 7D | -2.3% | -6.5% | +4.1% | +1.1% |
| 30D | -13.4% | -2.5% | -10.9% | -12.6% |
| 3M | -23.7% | +10.4% | -34.1% | -28.7% |
| 6M | -24.5% | +1.6% | -26.1% | -26.4% |
| YTD | -27.8% | -9.7% | -18.1% | -25.9% |
| 1Y | -13.5% | -17.3% | +3.8% | -6.6% |
| 3Y | -27.1% | -1.8% | -25.3% | -30.1% |
| 5Y | -79.0% | -36.2% | -42.8% | -77.6% |
| All | -79.0% | -36.4% | -42.6% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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