+71,806.5%
BBY vs VMC
+3,191.4%
+68,615.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.3% |
| 7D | +8.1% | -0.5% | +8.6% | +8.4% |
| 30D | +8.9% | -9.1% | +18.0% | +13.3% |
| 3M | +22.0% | -4.1% | +26.2% | +23.8% |
| 6M | +37.8% | -5.5% | +43.3% | +40.1% |
| YTD | +37.3% | -8.9% | +46.2% | +41.0% |
| 1Y | +21.6% | -12.9% | +34.5% | +27.0% |
| 3Y | +41.5% | +22.1% | +19.4% | +26.5% |
| 5Y | +1.2% | +52.7% | -51.5% | -18.3% |
| 10Y | +237.8% | +152.7% | +85.0% | +105.6% |
| All | +71,806.5% | +3,191.4% | +68,615.1% | +14,338.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling