+23.7%
BBY vs VMC
-8.5%
+32.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.9% |
| 7D | +9.5% | -4.3% | +13.8% | +10.8% |
| 30D | +6.8% | -8.2% | +15.1% | +9.4% |
| 3M | +28.9% | -7.0% | +35.9% | +31.5% |
| 6M | +37.8% | -10.8% | +48.6% | +42.0% |
| YTD | +38.7% | -7.4% | +46.1% | +37.5% |
| 1Y | +23.7% | -9.5% | +33.2% | +23.6% |
| All | +23.7% | -8.5% | +32.2% | +23.6% |
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