+3,510.0%
VMC vs CPB
+349.9%
+3,160.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -4.3% | -4.1% | -0.2% | -3.5% |
| 30D | +16.2% | +16.9% | -0.7% | +12.4% |
| 3M | -0.8% | -0.6% | -0.3% | -1.0% |
| 6M | +1.2% | +11.4% | -10.2% | -1.5% |
| YTD | +0.5% | -14.8% | +15.3% | +3.1% |
| 1Y | -2.9% | -24.8% | +21.9% | +2.1% |
| 3Y | +37.3% | -36.6% | +74.0% | +47.3% |
| 5Y | +48.8% | -33.3% | +82.1% | +56.1% |
| 10Y | +131.4% | -40.4% | +171.8% | +139.1% |
| All | +3,510.0% | +349.9% | +3,160.1% | +2,490.3% |
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