+1,784.6%
BE vs VMC
+22.8%
+1,761.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.6% | +11.3% | +10.7% |
| 7D | +29.8% | -0.5% | +30.3% | +30.0% |
| 30D | +26.4% | -9.1% | +35.5% | +33.7% |
| 3M | +9.3% | -4.1% | +13.5% | +9.4% |
| 6M | +105.1% | -5.5% | +110.6% | +107.6% |
| YTD | +219.0% | -8.9% | +228.0% | +227.7% |
| 1Y | +418.8% | -12.9% | +431.7% | +456.6% |
| 3Y | +1,784.6% | +22.1% | +1,762.4% | +1,363.5% |
| All | +1,784.6% | +22.8% | +1,761.8% | +1,363.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling