+38.1%
VMC vs BEN
+87.8%
-49.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -4.3% | +7.2% | -11.5% | -6.5% |
| 30D | +16.2% | +14.1% | +2.1% | +11.4% |
| 3M | -0.8% | +9.9% | -10.7% | -3.9% |
| 6M | +1.2% | +17.4% | -16.2% | -4.0% |
| YTD | +0.5% | +57.3% | -56.8% | -13.3% |
| 1Y | -2.9% | +66.9% | -69.8% | -17.7% |
| All | +38.1% | +87.8% | -49.7% | +10.2% |
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