-50.2%
VFC price history and return analytics
+222.7%
-272.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.1% |
| 7D | -1.4% | +2.9% | -4.3% | -5.3% |
| 30D | +24.6% | -2.5% | +27.2% | +28.8% |
| 3M | +38.4% | -3.3% | +41.8% | +44.8% |
| 6M | +15.3% | +1.5% | +13.7% | +12.5% |
| YTD | +12.7% | +11.4% | +1.4% | -2.8% |
| 1Y | +32.7% | +11.9% | +20.8% | +13.8% |
| 3Y | +43.7% | +73.9% | -30.2% | -27.4% |
| 5Y | -69.2% | +57.9% | -127.0% | -82.2% |
| All | -50.2% | +222.7% | -272.9% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling