+122.4%
VFMV price history and return analytics
+152.6%
-30.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -2.2% | -0.7% | -1.5% | -1.7% |
| 3M | +2.5% | +4.0% | -1.5% | -0.4% |
| 6M | +5.0% | +12.3% | -7.3% | -3.3% |
| YTD | +10.6% | +14.0% | -3.5% | +0.6% |
| 1Y | +11.5% | +20.3% | -8.8% | -2.3% |
| 3Y | +53.2% | +75.4% | -22.2% | +2.6% |
| 5Y | +54.8% | +66.0% | -11.2% | +6.9% |
| All | +122.4% | +152.6% | -30.3% | +10.5% |
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