+125.7%
VMC vs BIDU
-51.3%
+177.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -0.6% |
| 7D | -1.3% | -4.6% | +3.3% | -0.6% |
| 30D | +15.5% | -4.5% | +20.0% | +16.2% |
| 3M | +0.6% | -25.4% | +25.9% | +4.7% |
| 6M | +2.1% | -48.1% | +50.1% | +11.5% |
| YTD | -1.6% | -40.2% | +38.6% | +4.5% |
| 1Y | -1.2% | -35.2% | +34.1% | +3.5% |
| 3Y | +35.3% | -27.1% | +62.4% | +35.0% |
| 5Y | +43.6% | -54.2% | +97.8% | +48.5% |
| All | +125.7% | -51.3% | +177.1% | +105.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling