+34.5%
BBY vs VMC
+3.7%
+30.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.6% | +3.4% | +6.3% |
| 7D | +4.5% | +12.3% | -7.8% | +0.5% |
| 30D | +16.0% | +21.2% | -5.2% | +8.9% |
| 3M | +18.6% | +4.6% | +14.0% | +16.0% |
| 6M | +80.1% | +3.9% | +76.2% | +76.0% |
| YTD | +57.4% | +5.0% | +52.5% | +47.2% |
| 1Y | +34.5% | +2.6% | +31.9% | +26.8% |
| All | +34.5% | +3.7% | +30.8% | +26.8% |
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