+216.4%
VFMO price history and return analytics
+150.1%
+66.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +1.9% |
| 30D | -2.7% | -1.4% | -1.3% | -1.1% |
| 3M | +0.3% | +4.7% | -4.4% | -4.6% |
| 6M | +12.2% | +11.4% | +0.9% | -0.3% |
| YTD | +18.8% | +13.1% | +5.8% | +3.9% |
| 1Y | +23.9% | +19.0% | +4.9% | +2.5% |
| 3Y | +95.2% | +73.9% | +21.2% | +7.5% |
| 5Y | +82.1% | +65.4% | +16.7% | +6.4% |
| All | +216.4% | +150.1% | +66.2% | +18.3% |
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 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