+55.6%
VFC vs WY
+0.3%
+55.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.6% | -1.2% | +1.9% |
| 7D | +21.5% | +13.3% | +8.1% | +14.7% |
| 30D | +46.7% | +17.6% | +29.0% | +36.1% |
| 3M | +38.4% | -15.0% | +53.4% | +49.1% |
| 6M | +15.2% | -5.9% | +21.1% | +18.3% |
| YTD | +17.8% | -5.7% | +23.6% | +18.6% |
| 1Y | +55.6% | -0.2% | +55.8% | +52.7% |
| All | +55.6% | +0.3% | +55.2% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling