+52.7%
VMC vs DAR
-8.5%
+61.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.6% | -2.1% |
| 7D | -0.5% | -0.9% | +0.3% | -0.4% |
| 30D | -9.1% | +13.0% | -22.1% | -11.2% |
| 3M | -4.1% | +15.0% | -19.1% | -7.0% |
| 6M | -5.5% | +26.8% | -32.4% | -10.3% |
| YTD | -8.9% | +86.4% | -95.3% | -19.8% |
| 1Y | -12.9% | +115.1% | -128.0% | -25.9% |
| 3Y | +22.1% | +14.6% | +7.5% | +16.6% |
| 5Y | +52.7% | -8.8% | +61.5% | +48.8% |
| All | +52.7% | -8.5% | +61.2% | +48.8% |
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