+125.7%
VMC vs ED
+147.1%
-21.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.9% |
| 7D | -1.3% | +2.1% | -3.3% | -1.7% |
| 30D | +15.5% | +10.4% | +5.1% | +13.0% |
| 3M | +0.6% | +12.5% | -12.0% | -2.0% |
| 6M | +2.1% | +14.9% | -12.8% | -1.0% |
| YTD | -1.6% | +24.8% | -26.4% | -6.4% |
| 1Y | -1.2% | +23.8% | -25.0% | -5.9% |
| 3Y | +35.3% | +51.6% | -16.3% | +21.5% |
| 5Y | +43.6% | +86.4% | -42.8% | +22.9% |
| All | +125.7% | +147.1% | -21.4% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling