+80.9%
ALB vs VMC
-12.5%
+93.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.3% | +2.8% |
| 7D | -4.4% | -0.5% | -3.9% | -4.3% |
| 30D | -1.2% | -9.1% | +7.9% | 0.0% |
| 3M | -13.3% | -4.1% | -9.2% | -13.4% |
| 6M | -19.8% | -5.5% | -14.2% | -20.1% |
| YTD | -7.9% | -8.9% | +1.0% | -9.1% |
| All | +80.9% | -12.5% | +93.4% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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