-9.5%
VMC vs DAR
+104.4%
-113.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | -4.3% | +1.4% | -5.7% | -4.3% |
| 30D | -8.2% | +12.8% | -21.0% | -8.2% |
| 3M | -7.0% | +7.4% | -14.4% | -6.8% |
| 6M | -10.8% | +22.3% | -33.0% | -11.6% |
| YTD | -7.4% | +81.1% | -88.5% | -11.6% |
| 1Y | -9.5% | +106.5% | -116.0% | -14.0% |
| All | -9.5% | +104.4% | -113.8% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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