+2.6%
VMC vs BEN
+56.2%
-53.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.7% | -0.1% | +2.9% |
| 7D | +12.3% | +6.7% | +5.6% | +9.8% |
| 30D | +21.2% | +3.0% | +18.2% | +19.8% |
| 3M | +4.6% | -4.3% | +9.0% | +5.7% |
| 6M | +3.9% | +16.4% | -12.5% | -1.1% |
| YTD | +5.0% | +46.8% | -41.8% | -7.7% |
| 1Y | +2.6% | +57.3% | -54.7% | -11.6% |
| All | +2.6% | +56.2% | -53.6% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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