-7.5%
VFS price history and return analytics
+23.4%
-30.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -7.5% | +0.8% | -8.3% | -8.0% |
| 3M | -8.9% | +2.8% | -11.7% | -10.4% |
| 6M | -2.2% | +13.0% | -15.2% | -9.1% |
| YTD | -7.8% | +15.4% | -23.1% | -15.2% |
| All | -7.5% | +23.4% | -30.9% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling