+2.6%
VMC vs BIDU
-34.6%
+37.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.1% | +4.2% |
| 7D | +12.3% | +1.2% | +11.2% | +12.2% |
| 30D | +21.2% | -7.5% | +28.8% | +21.9% |
| 3M | +4.6% | -28.6% | +33.2% | +6.8% |
| 6M | +3.9% | -36.9% | +40.8% | +7.1% |
| YTD | +5.0% | -38.4% | +43.4% | +7.0% |
| 1Y | +2.6% | -35.7% | +38.3% | +3.8% |
| All | +2.6% | -34.6% | +37.2% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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