+3,547.4%
VMC vs CPB
+355.6%
+3,191.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | +1.1% | +2.9% | -1.7% | +0.5% |
| 30D | +17.7% | +17.6% | +0.1% | +13.7% |
| 3M | +1.1% | +2.0% | -1.0% | +0.3% |
| 6M | +1.8% | +11.6% | -9.8% | -0.9% |
| YTD | +1.5% | -13.8% | +15.3% | +3.9% |
| 1Y | -1.1% | -21.6% | +20.4% | +3.1% |
| 3Y | +38.8% | -35.8% | +74.6% | +48.5% |
| 5Y | +49.6% | -33.3% | +82.8% | +56.9% |
| 10Y | +130.6% | -39.4% | +170.0% | +137.4% |
| All | +3,547.4% | +355.6% | +3,191.8% | +2,510.2% |
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 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