+179.0%
VFMF price history and return analytics
+152.7%
+26.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -1.0% | -1.1% | +0.1% | +0.1% |
| 30D | -0.3% | -1.0% | +0.7% | +0.7% |
| 3M | +6.4% | +3.2% | +3.2% | +2.7% |
| 6M | +19.4% | +12.5% | +6.9% | +4.9% |
| YTD | +24.2% | +14.1% | +10.1% | +7.4% |
| 1Y | +29.8% | +18.9% | +10.9% | +7.4% |
| 3Y | +84.4% | +74.1% | +10.3% | +1.8% |
| 5Y | +102.0% | +66.9% | +35.1% | +16.6% |
| All | +179.0% | +152.7% | +26.3% | +1.7% |
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