+59.4%
BE vs VMC
-4.3%
+63.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.9% |
| 7D | +20.5% | -1.7% | +22.2% | +21.5% |
| 30D | -23.4% | +15.3% | -38.6% | -28.1% |
| 3M | -14.9% | +0.3% | -15.2% | -14.3% |
| 6M | -28.1% | +0.9% | -28.9% | -30.0% |
| YTD | +132.4% | -1.0% | +133.4% | +86.2% |
| 1Y | +59.4% | -4.3% | +63.7% | +40.8% |
| All | +59.4% | -4.3% | +63.7% | +40.8% |
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