+94.0%
PSX vs VMC
-4.4%
+98.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.4% |
| 7D | +6.4% | -1.7% | +8.1% | +6.1% |
| 30D | -10.2% | +15.3% | -25.4% | -7.3% |
| 3M | +17.2% | +0.3% | +16.9% | +17.9% |
| 6M | +51.8% | +0.9% | +50.9% | +53.7% |
| YTD | +108.0% | -1.0% | +109.0% | +105.6% |
| All | +94.0% | -4.4% | +98.5% | +94.2% |
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