+2,575.6%
VMC vs DAR
+1,373.4%
+1,202.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | +1.1% | -3.8% | +5.0% | +1.4% |
| 30D | +17.7% | -14.4% | +32.1% | +19.1% |
| 3M | +1.1% | -17.9% | +19.0% | +2.5% |
| 6M | +1.8% | -18.3% | +20.1% | +3.1% |
| YTD | +1.5% | +43.2% | -41.8% | -1.9% |
| 1Y | -1.1% | +57.7% | -58.8% | -5.2% |
| 3Y | +38.8% | +22.7% | +16.0% | +34.1% |
| 5Y | +49.6% | -34.0% | +83.6% | +50.7% |
| 10Y | +130.6% | +279.5% | -148.9% | +104.0% |
| All | +2,575.6% | +1,373.4% | +1,202.2% | +2,252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling