+47.7%
VMC vs BEN
+40.0%
+7.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.7% | -2.7% |
| 7D | -5.3% | +3.4% | -8.7% | -6.5% |
| 30D | -12.3% | +1.8% | -14.1% | -12.9% |
| 3M | -10.3% | +8.4% | -18.6% | -13.2% |
| 6M | -8.6% | +35.6% | -44.2% | -19.3% |
| YTD | -11.9% | +46.4% | -58.2% | -24.7% |
| 1Y | -13.9% | +46.3% | -60.2% | -26.7% |
| 3Y | +18.2% | +54.6% | -36.5% | -4.5% |
| 5Y | +47.7% | +39.4% | +8.4% | +20.6% |
| All | +47.7% | +40.0% | +7.8% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling