+64.8%
BE vs VMC
-2.2%
+67.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.0% | +14.0% | +13.4% |
| 7D | +4.5% | -4.3% | +8.8% | +6.9% |
| 30D | -20.1% | +16.2% | -36.3% | -25.3% |
| 3M | -0.8% | -0.8% | 0.0% | +0.4% |
| 6M | -26.2% | +1.2% | -27.4% | -27.8% |
| YTD | +141.1% | +0.5% | +140.6% | +91.7% |
| 1Y | +64.8% | -2.9% | +67.7% | +44.9% |
| All | +64.8% | -2.2% | +67.1% | +44.9% |
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