-9.5%
VMC vs BEN
+42.6%
-52.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -0.1% |
| 7D | -4.3% | +0.2% | -4.6% | -4.4% |
| 30D | -8.2% | -0.5% | -7.7% | -8.1% |
| 3M | -7.0% | +9.7% | -16.8% | -9.6% |
| 6M | -10.8% | +33.9% | -44.7% | -18.8% |
| YTD | -7.4% | +49.0% | -56.4% | -18.4% |
| 1Y | -9.5% | +42.1% | -51.6% | -16.5% |
| All | -9.5% | +42.6% | -52.0% | -16.5% |
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