-68.0%
VFS price history and return analytics
+66.8%
-134.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +0.8% |
| 7D | -0.3% | +1.0% | -1.3% | -0.6% |
| 30D | -7.5% | -0.2% | -7.2% | -7.4% |
| 3M | +1.6% | +4.5% | -2.9% | +0.5% |
| 6M | -0.6% | +14.1% | -14.7% | -3.8% |
| YTD | -7.2% | +14.8% | -21.9% | -10.1% |
| 1Y | -3.7% | +21.2% | -24.9% | -7.7% |
| 3Y | -81.9% | +76.6% | -158.5% | -82.6% |
| All | -68.0% | +66.8% | -134.7% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling