+21.9%
VMC vs BEN
+55.5%
-33.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -0.5% | +4.7% | -5.2% | -1.9% |
| 30D | -9.1% | +2.6% | -11.7% | -9.8% |
| 3M | -4.1% | +11.5% | -15.6% | -7.4% |
| 6M | -5.5% | +35.3% | -40.9% | -14.2% |
| YTD | -8.9% | +48.6% | -57.6% | -19.8% |
| 1Y | -12.9% | +46.7% | -59.6% | -23.1% |
| All | +21.9% | +55.5% | -33.5% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling