+152.5%
VMC vs CPB
-44.2%
+196.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.8% | -3.3% |
| 7D | -5.3% | -8.0% | +2.7% | -4.5% |
| 30D | -12.3% | -2.4% | -9.9% | -12.1% |
| 3M | -10.3% | +0.5% | -10.8% | -10.4% |
| 6M | -8.6% | -10.5% | +1.9% | -7.7% |
| YTD | -11.9% | -17.5% | +5.6% | -10.4% |
| 1Y | -13.9% | -31.0% | +17.1% | -11.2% |
| 3Y | +18.2% | -40.6% | +58.8% | +22.5% |
| 5Y | +47.7% | -37.7% | +85.5% | +51.9% |
| 10Y | +152.5% | -43.4% | +195.9% | +164.5% |
| All | +152.5% | -44.2% | +196.7% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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