-13.9%
VMC vs CPB
-30.8%
+16.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.8% | -3.3% |
| 7D | -5.3% | -8.0% | +2.7% | -4.0% |
| 30D | -12.3% | -2.4% | -9.9% | -11.9% |
| 3M | -10.3% | +0.5% | -10.8% | -10.3% |
| 6M | -8.6% | -10.5% | +1.9% | -7.2% |
| YTD | -11.9% | -17.5% | +5.6% | -8.6% |
| 1Y | -13.9% | -31.0% | +17.1% | -10.2% |
| All | -13.9% | -30.8% | +16.9% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling