+46.6%
VMC vs DAR
-37.0%
+83.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +1.8% |
| 7D | +0.3% | -2.8% | +3.0% | +0.7% |
| 30D | +18.6% | -12.8% | +31.4% | +21.0% |
| 3M | +2.0% | -11.6% | +13.6% | +3.5% |
| 6M | +2.6% | -16.8% | +19.4% | +4.9% |
| YTD | +2.3% | +45.9% | -43.7% | -6.6% |
| 1Y | +1.7% | +61.5% | -59.8% | -9.1% |
| 3Y | +41.7% | +23.0% | +18.7% | +29.5% |
| 5Y | +46.6% | -35.8% | +82.5% | +66.0% |
| All | +46.6% | -37.0% | +83.6% | +66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling