-78.3%
VFC vs UUUU
+79.1%
-157.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.0% | +9.3% | +4.9% |
| 7D | -1.4% | -10.5% | +9.1% | -0.1% |
| 30D | -9.0% | -10.5% | +1.5% | -8.0% |
| 3M | -24.2% | -14.1% | -10.0% | -23.2% |
| 6M | -18.5% | -35.5% | +17.0% | -15.3% |
| YTD | -25.9% | -10.9% | -14.9% | -27.0% |
| 1Y | -13.0% | +3.4% | -16.3% | -18.2% |
| 3Y | -20.3% | +73.1% | -93.5% | -34.7% |
| All | -78.3% | +79.1% | -157.4% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling