+98.9%
VFC price history and return analytics
+357.6%
-258.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | 0.0% |
| 7D | +7.7% | +0.4% | +7.3% | +7.3% |
| 30D | +39.2% | -2.6% | +41.8% | +42.8% |
| 3M | +40.3% | -3.2% | +43.5% | +44.9% |
| 6M | +11.4% | +0.9% | +10.4% | +10.4% |
| YTD | +17.5% | +11.3% | +6.2% | +6.2% |
| 1Y | +45.9% | +14.0% | +31.9% | +28.9% |
| 3Y | +47.3% | +75.8% | -28.5% | -10.0% |
| 5Y | -67.2% | +57.8% | -125.0% | -77.5% |
| 10Y | -46.1% | +219.8% | -265.9% | -78.9% |
| All | +98.9% | +357.6% | -258.7% | -42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling