+17.2%
VFC vs UUUU
-91.9%
+109.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -1.9% |
| 7D | +0.8% | +2.8% | -2.0% | +0.7% |
| 30D | -11.9% | +3.4% | -15.3% | -12.2% |
| 3M | -20.2% | -3.9% | -16.3% | -20.1% |
| 6M | -23.0% | -23.2% | +0.2% | -22.1% |
| YTD | -26.2% | +0.6% | -26.8% | -27.2% |
| 1Y | -13.3% | +22.9% | -36.2% | -16.5% |
| 3Y | -25.5% | +98.6% | -124.1% | -32.1% |
| 5Y | -78.1% | +130.2% | -208.3% | -80.6% |
| 10Y | -68.8% | +519.5% | -588.3% | -75.1% |
| All | +17.2% | -91.9% | +109.1% | -8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling