-68.9%
VFS price history and return analytics
+60.0%
-128.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -6.2% | +2.4% | -8.5% | -6.8% |
| 30D | +1.2% | -1.5% | +2.7% | +1.6% |
| 3M | -3.2% | -4.1% | +0.9% | -2.0% |
| 6M | -23.4% | +0.6% | -23.9% | -23.3% |
| YTD | -8.7% | +11.0% | -19.7% | -10.7% |
| 1Y | -9.2% | +13.3% | -22.6% | -11.6% |
| 3Y | -48.3% | +73.4% | -121.7% | -49.2% |
| 5Y | -68.7% | +57.4% | -126.1% | -69.4% |
| All | -68.9% | +60.0% | -128.9% | -69.5% |
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 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