+3,227.9%
VMC vs BEN
+4,913.3%
-1,685.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -0.4% |
| 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% | -10.3% |
| 6M | -10.8% | +33.9% | -44.7% | -20.3% |
| YTD | -7.4% | +49.0% | -56.4% | -20.7% |
| 1Y | -9.5% | +42.1% | -51.6% | -21.4% |
| 3Y | +20.5% | +51.9% | -31.4% | -0.6% |
| 5Y | +51.6% | +39.0% | +12.5% | +26.8% |
| 10Y | +150.0% | +57.9% | +92.2% | +88.5% |
| All | +3,227.9% | +4,913.3% | -1,685.4% | +1,312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling