-24.2%
VFC vs UUUU
+83.7%
-107.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.1% | -1.8% |
| 7D | -4.0% | -5.0% | +1.1% | -3.6% |
| 30D | -14.6% | -7.8% | -6.8% | -14.2% |
| 3M | -23.1% | -0.4% | -22.7% | -23.3% |
| 6M | -25.2% | -32.9% | +7.7% | -23.9% |
| YTD | -29.5% | -6.3% | -23.2% | -29.8% |
| 1Y | -14.4% | +7.9% | -22.3% | -16.8% |
| All | -24.2% | +83.7% | -107.9% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling