-69.9%
VFC vs UUUU
+495.2%
-565.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.8% | -0.8% |
| 7D | -3.3% | -5.0% | +1.7% | -2.7% |
| 30D | -14.0% | -7.8% | -6.2% | -13.3% |
| 3M | -22.6% | -0.4% | -22.1% | -22.9% |
| 6M | -24.7% | -32.9% | +8.2% | -21.9% |
| YTD | -29.0% | -6.3% | -22.7% | -30.5% |
| 1Y | -13.8% | +7.9% | -21.7% | -19.0% |
| 3Y | -28.2% | +85.2% | -113.4% | -40.8% |
| 5Y | -79.0% | +97.0% | -176.0% | -83.7% |
| All | -69.9% | +495.2% | -565.0% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling