+38.4%
VFC vs WY
-3.6%
+42.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +2.4% |
| 7D | +1.6% | -0.8% | +2.4% | +2.0% |
| 30D | +25.5% | +10.1% | +15.4% | +19.8% |
| 3M | +41.3% | -15.4% | +56.7% | +52.9% |
| 6M | +22.2% | -8.3% | +30.5% | +26.9% |
| YTD | +16.4% | -9.8% | +26.2% | +18.7% |
| 1Y | +38.4% | -3.9% | +42.3% | +32.1% |
| All | +38.4% | -3.6% | +42.0% | +32.1% |
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