+153.0%
VFQY price history and return analytics
+152.6%
+0.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.3% |
| 7D | -1.4% | -0.1% | -1.2% | -1.2% |
| 30D | -2.3% | -0.7% | -1.6% | -1.6% |
| 3M | +5.4% | +4.0% | +1.5% | +1.0% |
| 6M | +12.8% | +12.3% | +0.5% | -0.8% |
| YTD | +13.6% | +14.0% | -0.5% | -1.8% |
| 1Y | +16.5% | +20.3% | -3.8% | -4.9% |
| 3Y | +56.1% | +75.4% | -19.4% | -14.9% |
| 5Y | +52.4% | +66.0% | -13.5% | -11.4% |
| All | +153.0% | +152.6% | +0.4% | -5.4% |
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