-9.5%
VMC vs BR
-29.1%
+19.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.3% |
| 7D | -4.3% | -5.3% | +1.0% | -3.7% |
| 30D | -8.2% | +6.4% | -14.7% | -9.0% |
| 3M | -7.0% | +13.6% | -20.7% | -8.8% |
| 6M | -10.8% | -6.7% | -4.1% | -11.6% |
| YTD | -7.4% | -21.1% | +13.7% | -2.4% |
| 1Y | -9.5% | -29.6% | +20.1% | +5.0% |
| All | -9.5% | -29.1% | +19.6% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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