-15.6%
VMC vs BTG
+25.2%
-40.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -3.8% | -3.8% | 0.0% | -3.4% |
| 30D | -9.7% | +3.6% | -13.3% | -10.1% |
| 3M | -9.6% | +32.0% | -41.6% | -12.3% |
| 6M | -4.8% | +3.4% | -8.2% | -6.4% |
| YTD | -10.9% | +20.8% | -31.7% | -12.6% |
| 1Y | -15.6% | +22.4% | -38.0% | -19.2% |
| All | -15.6% | +25.2% | -40.8% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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