+133.1%
VMC vs ACI
+18.9%
+114.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -3.0% |
| 7D | -5.3% | -5.0% | -0.3% | -4.8% |
| 30D | -12.3% | -2.3% | -10.0% | -12.1% |
| 3M | -10.3% | -23.2% | +12.9% | -8.3% |
| 6M | -8.6% | -29.5% | +20.9% | -5.9% |
| YTD | -11.9% | -28.6% | +16.7% | -9.5% |
| 1Y | -13.9% | -34.0% | +20.1% | -11.0% |
| 3Y | +18.2% | -45.0% | +63.1% | +23.8% |
| 5Y | +47.7% | -44.0% | +91.8% | +53.2% |
| All | +133.1% | +18.9% | +114.3% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling