+38.4%
VFC price history and return analytics
+11.9%
+26.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.6% |
| 7D | +1.6% | +2.4% | -0.7% | -1.7% |
| 30D | +25.5% | -1.5% | +27.0% | +27.9% |
| 3M | +41.3% | -4.1% | +45.4% | +50.1% |
| 6M | +22.2% | +0.6% | +21.7% | +20.0% |
| YTD | +16.4% | +11.0% | +5.4% | -3.7% |
| 1Y | +38.4% | +13.3% | +25.1% | +9.1% |
| All | +38.4% | +11.9% | +26.5% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling