-0.6%
VMC vs BEN
+64.3%
-65.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | -1.7% | +11.3% | -13.0% | -5.5% |
| 30D | +15.3% | +15.0% | +0.2% | +9.7% |
| 3M | +0.3% | +7.8% | -7.5% | -2.6% |
| 6M | +0.9% | +15.5% | -14.6% | -4.0% |
| YTD | -1.0% | +55.4% | -56.4% | -14.2% |
| All | -0.6% | +64.3% | -65.0% | -14.7% |
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