+3,227.9%
VMC vs CPB
+325.7%
+2,902.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.6% |
| 7D | -4.3% | -8.6% | +4.3% | -2.6% |
| 30D | -8.2% | -7.2% | -1.0% | -6.9% |
| 3M | -7.0% | +0.9% | -7.9% | -7.4% |
| 6M | -10.8% | -11.8% | +1.1% | -8.8% |
| YTD | -7.4% | -19.4% | +12.0% | -3.7% |
| 1Y | -9.5% | -30.4% | +20.9% | -3.2% |
| 3Y | +20.5% | -40.2% | +60.6% | +30.9% |
| 5Y | +51.6% | -39.5% | +91.1% | +62.6% |
| 10Y | +150.0% | -47.4% | +197.4% | +166.3% |
| All | +3,227.9% | +325.7% | +2,902.2% | +2,320.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling